Banking & Mortgages

Finding you a cash management and mortgage solution

Banking and mortgages advice

How we can help

We recognise that everybody’s financial story is different. Our financial experts are ready to find a solution shaped entirely around you and your story.

Whether we are finding a home for your money or identifying the best interest rates for your mortgage, our professionals at Hall & Costello are committed to delivering first-class end-to-end financial services. 

At Hall & Costello, we are proud to consistently provide an unrivalled client-first approach. Our mission and values are driven entirely by you, our clients, which is why we go above and beyond to grow and retain strong relationships with everyone we work with. We believe in the power of face-to-face interaction and take pride in meeting you in person whenever possible so that we can truly understand your financial needs. We listen to you and we work with you, to create a financial strategy centred around your individual goals, ambitions and objectives. 

We are passionate about empowering you, so that you feel in control of your finances, today and in the future. Creating an effective and well-thought-out money management plan will give you and your family the financial security you deserve. 

Let’s put the correct plans in place today so you and your loved ones can thrive tomorrow.

Banking

Whatever your financial circumstances, finding a suitable home for your cash is essential. 

With bank providers constantly changing their services, we recognise that keeping on top of which provider suits your needs best can feel time-consuming, confusing and overwhelming. At Hall & Costello, our financial experts are here to help.

We can introduce you to the SJP cash deposit service powered by Flagstone where their dedicated team of professionals have the vital industry knowledge and expertise to maximise the interest rates you receive on your cash while keeping on top of your bank account management. This means they will take care of opening and closing your accounts, moving funds when necessary and staying up-to-date with provider offers.  

From maximising your savings to discovering potential investment opportunities, at Hall & Costello, we work with you to design a financial plan centred around your short, medium and long-term goals. Whether you are looking to grow your savings, generate an income, or both, creating a financial strategy is essential to providing you with peace of mind today and financial stability tomorrow. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.   An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

Mortgages

Are you moving house? Perhaps you are buying your first house? You might be a parent or grandparent wanting to help a loved one get on the property ladder? Or maybe you just want to re-mortgage. Given the current housing market, there has never been a more important time to make sure you are getting the best mortgage to suit you. 

We pride ourselves in taking the required time to get to know your individual needs and circumstances so that we can offer you personalised mortgage advice tailored to your unique goals.  Our mission is to provide you with invaluable guidance so that you feel completely comfortable with the financial decisions you make. 

Wherever you are on your financial journey, we are here, every step of the way. We want to be part of your journey. 

Your home may be repossessed if you do not keep up repayments on your mortgage.

Banking Services

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The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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