Financial Services
 Haleys Financial Services Limited are independent financial advisers whose role it is to provide independent and impartial financial advice. The company was set up specifically to provide this service for the clients of Haleys Chartered Accountants.
Haleys Financial Services Limited can help you to
- identify your financial objectives
- formulate your financial priorities
- achieve an understanding of the products available to meet your needs
- objectively assess the options available
Whatever your financial objective and need we will search the whole marketplace to identify the right products available to you. We will base any advice on an extensive financial review that we will undertake at the offices of Haleys Chartered Accountants or in the convenience of your own home.
We offer advice on either a commission, fee or combination of commission and fee basis and our core services include:
Corporate Division
- Group Personal Pensions
- Group Health Schemes
- Group Employee Insurance
- Group Death in Service Schemes
- Keyman & Business Protection
Personal Division
- Savings & Investments
- Retirement Planning
- Tax Mitigation Planning
- Personal Protection
Please contact Michael Bailey on 01772 741200 to arrange a free, no obligation consultation.
Mortgages
If it is mortgage advice that you require, we can refer you to David Arstall of Bailey Financial Services, who provides independent mortgage advice to clients of Haleys Financial Services Limited on a referral basis.
Choosing the right mortgage can be one of the hardest and most daunting things you can do in your life. The market is full of different products and rates so the only way to know which one is right for you is to seek professional advice. David can talk you through the minefield of mortgage products and select the right mortgage to meet your needs. David has a wealth of experience dealing with all types of mortgages including first-time buyers, remortgages and buy to let.
As David is an independent mortgage adviser, he favours no particular lender or product so you have peace of mind that the mortgage recommended to you is simply the best product to meet your needs, not those of the company.
Please contact David on 01772 741200 to arrange a free, no obligation consultation.
Your property may be repossessed if you do not keep up repayments on your mortgage.
You can choose how we are paid for mortgage advice: pay a fee, usually 0.4% of the loan amount, or we can accept commission from the lender.
Haleys Financial Services Limited is an Appointed representative of Bailey Financial Services which is authorised and regulated by the Financial Services Authority.
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