Business Details
16 Years
experience
Chartered Financial Planning Services in Hale
Established in 2010, HALE Wealth Management provides comprehensive financial planning services to individuals and small to medium business owners in Hale and beyond. Our founder, Parul Mehta, brings over 20 years of local financial services expertise, complemented by a strong support team. As a Chartered Financial Planning firm, we are committed to delivering tailored strategies that preserve and grow wealth while safeguarding clients' most valuable assets. Our services span multi-generational life stages, including pension planning, inheritance tax solutions, and investment advice. Authorised and regulated by the Financial Conduct Authority, we combine rigorous professional standards with a client-centric approach.With a proven track record of client loyalty, we prioritise transparent communication and regular financial strategy reviews. Our expertise extends to complex areas such as equity release, business protection, and retirement income planning. By maintaining Chartered status through continuous professional development, we ensure our advice remains at the forefront of industry best practices. We actively incorporate evolving market data and regulatory changes to provide up-to-date guidance. Our long-term commitment to Hale Village is matched by our dedication to expanding digital services while maintaining personal client relationships.
Services
Pension Planning
Life Assurance
Investment Advice
Estate Planning
Equity Release
Income Protection
Education Fees Planning
Details
- Year established: 2010
Highlights and features
- We have over 20 years of local financial services experience in Hale
- Our team holds Chartered Wealth Manager and Chartered Financial Planner designations
- Tailored strategies preserve and grow wealth across generations
- Authorised and regulated by the Financial Conduct Authority since 2010
- Multi-award winning approach to pension and investment planning
Associations and certifications
- Financial Conduct Authority
- Chartered Insurance Institute
Services
Pension Planning
Comprehensive pension strategies to ensure financial security during retirement. We help clients determine required income levels, optimise contributions, and navigate pension freedoms. Our expert advisers assist with consolidating pensions and creating sustainable retirement income streams.
Estate Planning
Specialised services to protect wealth across generations. We implement tax-efficient strategies, including trusts and lifetime gifting, to minimise inheritance tax liabilities. Our plans address residence nil-rate bands and intergenerational wealth transfers while maintaining asset accessibility.
Investment Advice
Tailored investment strategies balancing growth objectives with risk management. We provide portfolio diversification guidance, rebalancing services, and market analysis. Our advice covers regular savings plans, lump sum investments, and tax-advantaged wrappers like ISAs and pensions.
Life Assurance
Customised life cover solutions to protect dependants and business interests. We offer term assurance, critical illness cover, and income protection policies. Our approach ensures appropriate coverage levels at competitive premiums while considering changing life circumstances.
Equity Release
Specialist advice on releasing equity from property for retirement funding. We explain lifetime mortgages and home reversion plans, ensuring clients understand implications for inheritance and benefits. Our service includes independent product comparisons and suitability assessments.
People
Parul Mehta
Chartered Wealth Manager & Chartered Financial Planner
With over 20 years in Hale's financial sector, Parul founded the firm in 2010 after achieving partner status at Edward Jones Investments. She combines local expertise with global investment knowledge, previously managing an import/export business.
Questions
What financial services do you specialise in?
We specialise in pension planning, investment advice, life assurance, equity release, and estate planning for individuals and businesses.
How do you tailor financial strategies to clients?
We conduct comprehensive needs assessments and create customised plans that address specific wealth preservation and growth objectives across generations.
What qualifications do your advisers hold?
Our advisers hold Chartered Wealth Manager and Chartered Financial Planner designations from the Chartered Insurance Institute.
Are your services available to businesses?
Yes, we provide corporate financial advice including business protection strategies and succession planning solutions.
How are you regulated?
We are authorised and regulated by the Financial Conduct Authority under reference number 569723.
Reviews (1)
Gary
Nov 01, 2020
Report
They were keen to talk to me after I emailed them explaining what i needed and after a 5 minute free 1st discussion (they advertise 30 minutes free 1st meeting) they cut the call short by saying they could definitely help with what I was looking for and would send documents through for me to sign up. I read them and realised they were trying to sign me up for a high cost full service and not provide the specific assistance I had asked for. They immediately said they could not help me and did not want to engage further. I found another Financial Adviser that has helped me and I will be working
