Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Gary Hall is a Director of Hall Financial Strategies Ltd. As a Diploma Qualified Financial Planner, he has additional qualifications in Investments, Trusts & Pensions. Gary has been working closely with many of his clients since 2009 providing advice on Pension, Investment and Estate Planning needs to both individual and corporate clients who are not only situated locally but further afield around the UK.
Gary works in tandem with a number of local professionals providing advice to local Accountants and their clients on Auto Enrolment and Employee Benefit programs, as well as Shareholder Protection and Key Man insurance. He also works closely with a number of Solicitors to provide ongoing Investment Advice to trustee’s.
Gary likes to engage with his clients and their families to fully understand their needs and objectives. He believes that building a relationship with both the client and their connections delivers the best results for the people who he works with.
Born and bred in Peterborough, Gary lives in the local area within a small village north of Bourne with his wife Kerry, their two children, Sean and Liam and two crazy Spaniels.
In his spare time, Gary loves the outdoors and is often found out walking with the dogs, travel, wakeboarding, skiing, jet skiing and rugby. Recently, he has completed a number of ultra marathons covering distances of 40 – 70 miles within 24 hours and is always thinking about the next challenge.
Philip Moore is a paraplanner working for Hall Financial Strategies Ltd and provides support services to Gary Hall Director/financial adviser. Philip has over 30 years of experience in the financial sector having previously been a Diploma Qualified Financial Planner until 2017. He now uses his knowledge and experience as a paraplanner within Hall Financial Strategies Ltd.
Philip moved to Cornwall with his partner Dee and now lives in a small village not far from Liskeard. Although born in Liverpool, Philip’s family are from Cornwall so he has moved back to his roots. He has been working from home supporting Gary for the last 7 years.
Philip enjoys walking and is lucky to have both Dartmoor National Park and Bodmin Moor not far from home where he treks with his dog Shadow, another crazy Springer Spaniel.
When not outside walking or working in the garden, Philip enjoys watching both Rugby, Golf and restoration programmes on You Tube.