Help, advice and support you need for protecting your assets

Protection planning advice

Protecting your estate

We are here to help you prepare for the unexpected. 

At Hall & Costello, we believe that having peace of mind is priceless. Peace of mind that comes from knowing that you and your family will be protected if your circumstances change. 

We all know how unpredictable life can be at times. And although our financial experts can’t predict the future, our mission is to help you effectively plan today, so that you are properly prepared for any of life’s hurdles, however big or small they might be. 

Protection planning isn’t just about you, it’s about your circle, your loved ones. And ultimately, better planning today means better protection for your circle. 

Our financial experts recognise that everyone’s circumstances are unique to them. We pride ourselves on our unrivalled customer-first approach, which allows us to work closely with you to identify your personal priorities and objectives. With a wealth of industry experience behind us, combined with our drive to fully understand you, our professional advisors will be able to design a protection plan shaped entirely around you.

Contrary to popular belief, protection planning is not just for those with a lot of wealth. After all, doesn’t everyone deserve the right to have peace of mind? At Hall & Costello, we work with all corners of the community to make sure their future is protected. 

We know that talking about your finances and protecting your loved ones can be difficult, confusing and emotional conversations to have. Our team is approachable, friendly and above all, professional. Let’s protect the future of you and your loved ones, together.

Together, we will shape a plan for you around:

  • Income protection
  • Wealth protection, including inheritance tax
  • Critical illness protection
  • Life insurance

Be in control of your financial future and protect those who matter most, by planning properly today. 

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

The writing of a Will or Powers of Attorney involves the referral to a service that is separate and distinct from those offered by St. James's Place. Wills and Powers of Attorney are not regulated by the Financial Conduct Authority

Protection 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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