01803 611850

Our Approach

Top quality financial advice cannot be bought "off-the-shelf"; it needs to be tailored to your exact requirements. This approach has been developed by us as a result of years of experience and expertise in the field. We will discuss your financial needs in plain English that you can easily understand, rather than industry jargon that you don't. Haldon Financial Ltd is committed to setting out clear recommendations to suit your unique circumstances.

We can meet you at your home or office so that the discussions take place in an environment where you feel comfortable. The approach we follow is based around an in-depth factfind of your circumstances, identification of your priorities, research of the whole of the market, followed by a clear set of recommendations which should enable you to reach your financial goals. We strive for long-term relationships, and encourage clients to review their financial planning regularly.

Most people solely associate pensions with their retirement planning. We recognise that pensions are still an important part of this but there are other options which may be more suitable for you. This is why we use a holistic approach to retirement planning and regard property purchase and investments as vital parts of accumulating your retirement fund.

We are able to tailor our charges, depending on your preference for fees or product remuneration.

Haldon Financial Ltd has a dedicated team to back up the face-to-face advice service that Mark Coombe provides, including close working relationships with top specialists in the accounting and legal profession.