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.
- Inheritance Tax (IHT) planning
- Trusts
- Investment Solutions and Lifestyle Planning
- 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
Contact us
Get in touch today to discover how we may be able to assist you.