Business Details
22 Years
experience
Independent Financial Advice in Cannock
Established in 2004, Clarkson Hall has built a reputation as a trusted provider of independent financial advice in Cannock. Our team of qualified advisers specialises in delivering impartial guidance across the entire financial services market, prioritising client needs through a regulated framework under the Financial Conduct Authority (FCA). With decades of combined experience, we focus on creating tailored solutions for wealth protection, retirement planning, and tax-efficient strategies while maintaining long-term client relationships.Our collaborative approach extends to working alongside solicitors, accountants, and other professionals to ensure comprehensive financial planning. As a trading style of Pi Financial Ltd (FCA number 186419), we uphold strict compliance standards while maintaining the personal service that has driven our growth through client recommendations. Our commitment to transparency is demonstrated through upfront cost explanations and a client-centric methodology that assesses product benefits against costs before making recommendations.
Services
Inheritance Tax Planning
Wealth Management
Pensions Advice
Mortgage Solutions
Equity Release
Income Protection
Life Assurance
Critical Illness Protection
Details
- Year established: 2004
Highlights and features
- We have over 20 years of experience in financial services
- Our advisers hold advanced qualifications in pensions and taxation
- Regulated by the Financial Conduct Authority (FCA)
- Personalised service through client-focused financial planning
- Proven track record of client recommendations since 2004
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Reliable and diligent
Exceptional professional service
Prompt in returning calls
Friendly and approachable
Well informed approach
Services
Inheritance Tax Planning
Our specialists create tailored strategies to minimise inheritance tax liabilities while preserving wealth for future generations. We assess individual circumstances to implement legal tax-efficient solutions that align with long-term family objectives. Our approach combines regulatory compliance with practical financial planning to ensure optimal asset distribution.
Wealth Management
We develop comprehensive wealth management strategies that balance growth potential with risk management. Our advisers create diversified investment portfolios aligned with clients' financial goals and risk tolerance. Regular reviews ensure strategies adapt to changing market conditions and personal circumstances while maintaining FCA compliance.
Pensions Advice
Our pension specialists provide guidance on auto-enrolment, workplace pensions, and personal retirement planning. We help clients maximise tax benefits while creating sustainable income streams for retirement. Our advice considers current regulations and individual retirement objectives to ensure financial security in later life.
Mortgage Solutions
We offer independent mortgage advice covering residential and investment properties. Our advisers compare products across the market to find suitable solutions for first-time buyers, remortgagers, and buy-to-let investors. We explain all options clearly while considering long-term affordability and financial goals.
Equity Release
Our specialists provide regulated equity release advice for homeowners seeking to access property wealth. We explain lifetime mortgage options and home reversion plans while considering inheritance implications. The process includes detailed affordability assessments and alternative financial solutions analysis.
People
Ian Hall
Financial Adviser
With over 20 years' experience in financial services, Ian holds advanced qualifications in pensions, taxation and trusts (G10 and G60). He specialises in comprehensive financial planning while maintaining long-standing client relationships through reliable, diligent service.
Kelly Hall
Office Manager
Bringing 15 years of financial services experience, Kelly manages client documentation, conducts research, and ensures office compliance. Her role supports the advisory team through detailed administrative processes while maintaining professional standards.
Questions
What financial services do you specialise in?
We specialise in inheritance tax planning, wealth management, pensions advice, mortgage solutions, and equity release. Our independent advisers also cover protection policies and retirement income strategies.
Are you regulated by the Financial Conduct Authority?
Yes, we operate as a trading style of Pi Financial Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA number 186419).
How do you charge for financial advice?
We provide an initial meeting at no charge, then agree exact costs before proceeding. All fees are explained in writing with benefits assessed against costs before making recommendations.
Can you help with mortgage applications?
Yes, we offer independent mortgage advice for residential and investment properties, comparing market products to find suitable solutions for first-time buyers, remortgagers, and buy-to-let investors.
Do you work with other professional advisers?
Yes, we collaborate with solicitors, accountants, and other professionals to provide comprehensive financial solutions that address all aspects of our clients' financial needs.
Reviews (7)
Paul Langford
Dec 02, 2021
Report
Ian Hall from Clarkson Hall, Cannock has a very welcoming, friendly, professional and personable nature, who works with integrity to provide his clients with sound financial advice and guidance. We would like to express our thanks for the work Ian has done for us over the past years. Initially he did a full review of all of our pensions and savings and helped us understand the options available to us. He then came up with a proposal that suited all of our needs whilst still giving us choices. What really impressed us was his depth of knowledge and his common sense approach. Additionally, the
Amelia Whitworth
Nov 01, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
I couldnt recommend Dean enough. He was so helpful, providing clear and transparent advice. I always felt everything he was saying was in my best interests and no query felt too small or silly - which was very welcome as a first time buyer and not being sure where to start.
I couldnt recommend Dean enough. He was so helpful, providing clear and transparent advice. I always felt everything he was saying was in my best interests and no query felt too small or silly - which was very welcome as a first time buyer and not being sure where to start.
Carl Hart
Sep 04, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
Would like to thank Dean in particular for the quality of service I received, he was on hand to answer any of my concerns efficiently. I will definitely use Clarkson Hall in the future myself as well as recommend them to family & friends. Thanks Dean & Team.
Would like to thank Dean in particular for the quality of service I received, he was on hand to answer any of my concerns efficiently. I will definitely use Clarkson Hall in the future myself as well as recommend them to family & friends. Thanks Dean & Team.
Shaun Marshall
Aug 26, 2021
Report
Positive:Professionalism,Quality
Following a recommendation from a friend, we used Clarkson Hall for our mortgage and life insurance. Dean and Mick have been fantastic from start to finish. They quickly got everything in place and have been friendly and professional all the way through. I never want to move again but we will definitely use these guys again if we do!
Following a recommendation from a friend, we used Clarkson Hall for our mortgage and life insurance. Dean and Mick have been fantastic from start to finish. They quickly got everything in place and have been friendly and professional all the way through. I never want to move again but we will definitely use these guys again if we do!
Nathan Lee
Jul 28, 2021
Report
Positive:Professionalism,Quality,Responsiveness,Value
As first time buyers we can't thank clarkson hall enough for the very professional service, guidance and reassurance throughout the process of buying our first home. Every member of staff we dealt with were very helpful especially Dean our mortgage advisor who will remain our mortgage advisor for many years to come.
As first time buyers we can't thank clarkson hall enough for the very professional service, guidance and reassurance throughout the process of buying our first home. Every member of staff we dealt with were very helpful especially Dean our mortgage advisor who will remain our mortgage advisor for many years to come.
Jordan Knight
Jul 28, 2021
Report
As a first time buyer I didnt know where to start. Until a friend recommended Nathan He has been outstanding throughout my house purchase he would always be available when needed. he would go above and beyond to get the best deal he could for me. Stress free as he deals with everything I couldnt believe how quickly he was able to get me a mortgage offer. Thank you Nathan
Hayley Beckett
Jul 23, 2021
Report
Positive:Professionalism
been using dean for over 5 years great guy very professional and trustworthy, my family have used dean for 15 years plus. would highly recommend dean for all you financial needs. I wouldn't use anybody else fast and efficient 5* all the way
been using dean for over 5 years great guy very professional and trustworthy, my family have used dean for 15 years plus. would highly recommend dean for all you financial needs. I wouldn't use anybody else fast and efficient 5* all the way
