Hallett Wealth Management

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Neal Hallett

My role is to help my clients understand more about what’s important to them, have confidence in their future and achieve long term financial peace of mind. I’m based in Sussex but particularly post Covid I really value the opportunity to meet face to face be it in London, Cornwall or even Scotland! Integrity and transparency have always been really important to me and they are the foundations of the partnerships I build with my clients as we work together over the years to deliver their financial goals.

About

I have been investing and advising on Global Markets for more than 25 years in organisations such as JP Morgan, Merrill Lynch and most recently as Head of Equity Trading at Barclays in London. I’ve always enjoyed helping my clients understand what is driving investment performance and to understand how assets will act in differing market conditions. At the heart of my service is the ability to translate this knowledge into a personalised long term plan tailored to your specific needs.

Like many of us I have experienced many ups and downs from both a professional and personal perspective and understand how challenging times such as redundancy and bereavement can be. My role is to be a supportive and trusted adviser in these times.

From a St. James's Place perspective I have been a client for many years and have always valued the guidance and advice I have received, indeed it was the quality of this service that led me to join to help my clients in the same way.

Away from my business I spend a lot of time supporting my children in their sporting and dramatic endeavours and as an avid England rugby fan attend as many matches as possible.

I look forward to meeting you.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Advice and services

We offer an excellent wealth management service which will help you achieve your goals

Addresses

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