Supporting you with your wealth management

At Hall & Costello, we pride ourselves on being able to offer an end-to-end financial service. Our wealth management experts come with unrivalled experience so we can support you with most aspects of your financial planning. 

We believe in building, retaining and growing strong relationships with you, our clients. This is why we are so passionate about getting to know you, your loved ones and your individual requirements so we can continue to advise you as your circumstances evolve. We want to be part of your financial journey. 

However, you might need further support surrounding a specific financial planning service. If this is the case, we work closely with a network of trusted and reliable industry experts, who will be able to offer specialist support in these areas:

• Wealth management  
• Will writing* 
• Tax advice 
• Legal advice 
• Portfolio management 
• Specialist insurance 
• Corporate lending 

At Hall & Costello, we only work with those who share the same mission, vision and values as our team. The providers we work with have been carefully handpicked by us because we know they can offer you the same premium level of service as our financial advisors. Consider these providers as the extended family of St. James’s Place, selected to enhance the range of products already on offer.

* Will writing is not regulated by the Financial Conduct Authority.

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