BA (Hons)
Independent Financial Adviser
Caerphilly
I am an Independent Adviser with 25 years experience specialising in retirement planning, pension transfers and later life planning in South Wales.
I have specialist knowledge of Teacher’s Pension planning issues and local government pension schemes.
I enjoy the process of helping professional people understand their retirement options and ensuring they make the right choices investing to provide sufficient income and capital in retirement and a legacy for their family.
I specialise in the following advice services:
Defined Benefit Transfer Specialist
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Contact Chris Hall, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.