Hardy Halls

Chartered Financial Planner – Financial Planning Director

Professionally

Hardy has worked in financial services since 2000 and as a Chartered Financial Planner for nearly 15 years.

During this time, he has developed extensive expertise in Inheritance Tax (IHT) planning, Trusts, Investment Solutions and Lifestyle Planning. This is all with a focus on helping to meet the unique needs and objectives clients have.

He prides himself in specialising in guiding individuals and families through complex financial decisions by developing holistic solutions that safeguard wealth, plan for retirement and preserve legacies for future generations. He believes ongoing guidance is key bearing in mind the changing legislative landscape and economic conditions.

Hardy adopts a proactive approach with clients to help navigate life’s transitions so to provide clients with confidence and peace of mind.

 

Specialisms

  • Inheritance Tax (IHT) planning
  • Trusts
  • Investment Solutions and Lifestyle Planning

qualifications

  • Associate of the Personal Finance Society (APFS)
  • Affiliate of the Society of Trust and Estate Practitioners (STEP)

Personally

Outside of work, Hardy likes to cycle and attend his CrossFit gym as often as possible.

Hardy in the spotlight

An interesting fact about me is....
I play the guitar!
London regional office & Registered company address:
Craven Street Wealth
3 Gough Square
London
EC4A 3DE
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.