Welcome to Hallmark Independent Financial Services. We are a firm of Independent Financial Advisers  with our head office 20 minutes south of the beautiful Georgian city of Bath, in the Somerset town of Midsomer Norton (no thankfully, were not plagued with murders here!). Our clients however, are spread across the south from Berkshire to Cornwall and South Wales. |
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Hello, I’m Michael Hoare and I’d like thank you for visiting our site. I establish the company in 1995 but I've actually been a Financial Adviser for over 20 years. So I’ve seen a few changes over the years all of which I have welcomed and embraced as each change has thankfully raised the standard and quality of advice offered to the public, and it is this that has always been at the very core of my endeavours. |
'Independent'. I do sometimes feel that this all important word is often banded about all too freely but I can assure you that here we are absolutely committed to offering our clients truly independent and truly impartial advice. Please allow me to explain….
It may sound obvious, but when advising clients we start with a blank canvas and have absolutely no agenda or preconception of what the outcome of our dealings might be. In other words, whether you're talking to us about Pension Planning, a Mortgage, Savings and Investments, Life Assurance and Protection, or Inheritance Tax Planning, only after we have establish your unique and very specific needs and objectives, do we then research the whole of the market to identify for you the most suitable product from all that are available.
….That is our mission.
In addition we are mindful that many of topics we deal with can be quite daunting and confusing, so I sincerely hope that you will always find us approachable, understanding and plain speaking.
We look forward to hearing from you.
Michael W Hoare
NO INVESTMENT DECISION SHOULD BE TAKEN BASED ON THE CONTENT OF THIS SITE. ALWAYS TAKE FULL INDIVIDUAL ADVICE FIRST. THE REGULATIONS GOVERNING TAX RATES AND INVESTMENTS MAY CHANGE IN THE FUTURE |
