Wealth Management

With our wealth management services you can experience the certainty and confidence of having exactly the right financial planning for you and your financial future.

5 reasons to choose Hallidays for Wealth Management...


We’ve over 170 years of experience at seeing your bigger picture and knowing how best to handle your specific situation.


With our transparent fee structure, you are not charged for fund switching; instead we can agree (in advance) an annual fixed fee to look after your affairs.


We have clients who have trusted us for generations. Why? Because we have proved that we can take the long view and help achieve financial goals.


We use plain English and avoid jargon so that you can be certain about what is being proposed and recommended. Full understanding is our aim.


We are determined to get your financial planning right. This ensures your financial future and our excellent reputation both remain intact.

Lifecycle Review

Our Lifecycle Review will help you take a step back and answer the big question, ‘What am I working for?’ and ‘What do I want for my retirement?’ We will help you to ensure you have an income stream for your current and future lifestyle, while providing for those that you love and care for, which is ultimately why any of us plan for the future.
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Estate Planning

We don’t want you to worry about the potential impact of Inheritance Tax on your estate for a single second. Instead leave it to our taxation experts at Hallidays to find every possible solution to any issues.


Whether you would like help with your personal pension, or guidance on auto-enrolment for your business, we will review your existing pension arrangements to ensure you have peace of mind that everything is in place to support you and your employees.


Our tax review gives us the perspective to see all the opportunities that will benefit your investments, pensions and retirement planning. This approach means that you are able to plan your tax payments and achieve your goals more quickly.


By getting to know you, we will be able to understand your attitude towards risk, this means we can select investments and servces that are exactly right for you. We will also completely review your existing investments and ensure they are working hard for you.


Whether you have been saving for a special event or just for a rainy day, we can offer advice on the best ways to invest this money. Our experts will help you choose the most suitable investments to help your savings grow faster.


We will carry out a thorough assessment of any life or health policies that you currently have. So if your health is affected you don’t have to worry about the financial implications for your family or your business.

Auto Enrolment

Auto Enrolment affects financial planning, payroll and HR. Our experienced team will ensure you are prepared, compliant and have the systems and communications in place by your staging date. Let our team take away the stress of auto enrolment, and allow you to concentrate on growing your business. Learn more...

Hallidays Wealth Management Ltd. Registered in England & Wales. Company No: 03920063.

Hallidays Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority


So how do you choose the best financial adviser for you?

We’d advise that you choose the one who will give you the best advice, and help you achieve your financial goals. This may sound like common sense but often people choose advisers who don’t have your long-term interests at heart, and solely offer just short-term solutions.

We believe that it’s always a better idea to choose advisers who see your bigger picture, advisers who can deal with everything that relates to your personal wealth - investments - tax - protection - income generation. This means you should only ever be recommended investments and policies with the highest ratings, in an easy-to-understand, open and transparent way.

Lastly, we’d advise that you choose independent and highly knowledgeable advisers, not ‘tied down’ agents who are limited in what they can offer you. If you have any questions at all regarding your wealth management, and that means your long-term financial protection and security, it’s definitely worth talking to a member of our team. We’ll be able to put your mind at rest with expert, impartial advice.

Make the most of your unique financial circumstances, call us on 0161 476 8276 to arrange your FREE financial review, or email hwm@hallidays.co.uk

Changing To Hallidays Is Easy

Step 1

Give us a call

Step 2

Make an appointment for your FREE Financial Review

Step 3

Relax and leave the rest to us!

Success Stories

Lifecycle Review

Exit planning for a family business

Exiting a business and investing in a new venture

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Award Winning Service

We work hard to support our clients and our efforts have been recognised with quite a few awards. In 2014 we were shortlisted for Medium Practice of the Year award...

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Heritage you can trust

Charles Halliday established Deloitte Halliday in November 1843 with his partner William Welch Deloitte. This partnership lasted until 1887, when Halliday Pearson formed with Arthur Pearson...

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Our fixed price guarantee

We will deliver a high quality service or your money back. Our standardised pricing system is based around providing you with a fixed and fair cost that is agreed in advance...

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What our clients say

Hallidays Wealth Management team took the time to look at every aspect of my finances to properly understand my goals to give me confidence about my future for the first time.

Stuart Bradley Director – Trust Branding