Hale Wealth Management is a Chartered Financial Services Firm. Based in the centre of Hale Village, our aim is to serve long-term individual investors and small to medium business owners. In addition, her past experiences include having risen to partner status with Edward Jones Investments, a company which serves over 7 million clients across North America, and has managed her own import and export business for over 10 years.
Over the past few years, Hale Wealth Management has grown in size, and there is now a very strong support network in place at our Hale office. As a firm, we are very proud of what we do and the support and loyalty rendered to us by our clients. We provide a wide range of services covering multi-generational stages of life.
Over the past few years, Hale Wealth Management has grown in size, and there is now a very strong support network in place at our Hale office. As a firm, we are very proud of what we do and the support and loyalty rendered to us by our clients. We provide a wide range of services covering multi-generational stages of life.
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This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. It's important to ensure you put the right insurance in place to protect your home, its contents and your overall financial security. Investing money needs careful consideration and you need to be absolutely sure of the risks involved.
Goal Focused Planning
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At HALE Wealth Management, we realise that your financial goals are not an end within themselves, but necessary to fulfill your life goals. Whether these be preparing for a comfortable retirement, a child's education, or searching for additional income. We measure our performance both on a financial level, but also relative to how your portfolio growth is supporting your life objectives.
Life Insurance/Protection
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The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available.
Investment Advice
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Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of your investments can go down as well as up, so you could get back less than you invested.
Education Fees Planning
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With tuition fees rising across the schooling and university sector, the need to save smarter for a child's education becomes increasingly pertinent. HALE Wealth Management can help you choose the most appropriate investments to support the increasing costs of school fees and tuition fees at university and see your little ones fulfil all their potential.
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