CLIENT FEEDBACK

“Stuart has been consistently helpful in his advice, and understanding our circumstances. We could not hope for a more professional, supportive, and friendly adviser.”


DB, Derbyshire - November 2023

“Stuart is excellent. I would recommend him thoroughly. I feel listened to, understood and appreciate the information shared all of which is interesting and understandable. I trust Stuart and value his integrity. Always look forward to the visit.”


H Davies, Nottingham - November 2023

“Gary is both well informed and approachable and is always available to answer any queries. I cannot fault the service he provides”


G Catchpole, Nottingham - November 2023

“Just had Hall-Ward IFA sort out my retirement pensions. Stuart Ward did the work for us and, an excellent job he has done as well. Three separate pensions (none of which were draw-down) combined into one. Job sorted. Stuart is extremally professional and knowledgeable while nothing seems too much trouble for him. Minimum of fuss and a really quick turn around on the work that needed doing. Ongoing, Stuart will keep an eye on my portfolio and I am happy to trust him to let me know if anything needs adjusting, not to mention the yearly reviews. My wife and I highly recommend Hall-Ward IFA and Stuart Ward in particular.”


A Mills, Mansfield

“We used Hall-Ward IFA for advice on our outstanding pension. They took all our information and came back with their recommendations. Must say they were excellent and would not hesitate to recommend them …definitely a 5 star service.”


M Green, Nottingham

“I have dealt with Gary Hall and right from the start knew that he was professional, but most of all trustworthy, extremely helpful and considerate to my needs.

Most recently it has been with regard to pension advice, as I wanted to retire two years early and all I can say is that without his help I wouldn’t have been able to do so. I had no idea where to start and didn’t understand the complexities of it all, but we just sat and talked and he suggested ideas that would help me for the future. He was very thorough and knew exactly what would be right for me.

Thanks very much Gary, as without you I would have been lost. I can now enjoy my retirement without any worries.


G Westcott, Nottingham

“Would recommend to friends/ family with no doubts they would be amazed by the service.

Gary is one of the most genuine people you could hope to meet. He listened to our needs and advised us how to make the best of our well earned savings, investments and pensions. He made us aware of how we could get more tax relief switching our monthly savings to our pension pot and analysed if we would benefit from moving pensions into one pot. Everything has been explained with great care and any questions answered. I have just had my annual review- having been contacted by Gary – Fantastic service. I have recommended my daughter to see Gary for her life insurance needs and have no doubt he will do the best for her.”


JB, Nottingham

“I approached Hall-Ward IFA as I was approaching retirement and wanted to look at my options. I had several pension plans and wanted to consolidate them where possible. My financial adviser showed their expertise and experience to help me build a clear and concise plan which now enable me to enjoy retirement. I would recommend Stuart and Hall-Ward IFA to anyone in my position. Thank You”


Mr S Storer, Nottingham

“I was introduced to Gary from Hall-Ward IFA, he advised me on how I could retire and steer me through all my options. Gary worked out a plan specific to my needs and it was explained in a language that I understood. I have now retired a little bit earlier which is wonderful! This would not have been achieved without the help from Hall-Ward IFA. I would have no issue referring them to my friends and family.”


Miss G Moore, Nottingham

“I would have no hesitation in recommending Gary and Hall-Ward IFA as financial advisors. He has always been informative, friendly, explains options with clarity and sound advice.”


E Trimmings, Derby

“Gary has proved invaluable as our financial advisor. He is patient, clear and sound in his recommendations. His advice on retirement savings and investments has been especially helpful.”


P Langran, Nottingham

“I had a stocks and shares ISA set up in 2006 but it hadn’t been doing very well and I had not been contacted at any point by my financial advisor to review it .

Stuart at Hall-Ward IFA took a look at it and immediately identified it was underperforming and that any interest it was earning was swallowed up in fees. He has now moved it to a much better performing managed platform with lower fees. The changeover has been handled with efficiency and professionalism and he will arrange to meet yearly to discuss the progress and suggest changes if needed.

Stuart has also done a great job of advising and changing over my life insurance policies to something more comprehensive as well as cheaper in addition to setting up a private pension. He has kept in contact throughout the application process and been able to meet at a convenient time for myself to go through any paperwork.

All in all I am extremely happy with the service and would highly recommend Hall-Ward IFA.”


Vee Seewoochurn BSc(hons) MCSP SRP MAACP, Mansfield

“Friendly and professional in their approach, they give excellent advice and are proactive in managing our investments to ensure that the return is maximized.
I would highly recommend the business to offer advice and manage savings and investments, tailoring them to suit your own personal needs.”


D Brunt, Derbyshire

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