Financial planning is not a one-off activity, it's a journey through life and we are here to support you by being a trusted partner. We do this by understanding what is important to you and getting to know your objectives and aspirations both now and for the future. We gain a detailed knowledge of your financial position and of your personal circumstances, to ensure that we give you advice that meets with your objectives. Our mission is to help you achieve your objectives, whether for the short or longer term. Financial planning is also not just about your money, it’s about you, and your family.
As independent financial advisers we have access to the full universe of investment solutions & products, so we are able to source what is best for you to meet your objectives.
We also provide corporate financial planning as it may be the case that your business is key to your financial success and the well-being of your family, and so both you and your business's financial affairs can be inter-related and inter-dependent.
"I've been looked after by Craufurd Hale (Hale & Co) and specifically Mr Sean Egan for over 15 years. In that time they have attended to my every need, both in accounting, and more recently additional financial planning.
They are reputable and efficient and also friendly in the way they do business and I would highly recommend them to anyone searching for an accountancy firm that you can trust to do everything to the letter of the law whilst doing their utmost to ensure your tax affairs operate in the most efficient way possible. Sean has more than paid for himself over the last decade".Mr J Mowlem, JPM Sport Ltd
"We have now been longstanding clients of Craufurd Hale (Hale &Co) for over 20 years, and in that time we have found the service to us/clients of an outstanding quality both in terms of its accuracy, timing and keeping us informed of any changes that may effect our investments.
We have also recommended them to our family and friends who are now clients.
We wish them continued success."Mr R & Mrs L White, Barbados
"Although I am a Chartered Accountant myself, I have spend my whole life in the commercial sector and know that its vital to engage with people not only who have the detailed knowledge in specialist areas, but also have the humanistic skills to explain this to fellow professionals like myself. So it was very important to me, when considering who I trusted with my own funds, that they we treat me as an individual, understood my current and more importantly future requirements. I have been delighted to say that Craufurd Hale have fulfilled that brief."Mr M Sanders,
An initial, no-obligation and totally free of charge meeting is just one quick phone call away.