Investment Planning
Create investment strategies to secure your future.
We specialise in structuring your finances for the benefit of all your family, we can help you unlock your wealth's full potential.
How Can We HelpDiscover articles, information and guides / tips on financial planning and our services.
News TopicsYears of experience in the financial planning industry.
Customers supported by Hall & Gertski and growing.
At Hall & Gertski, our team of experts are here to support your financial journey, whatever stage you are at. Our aim is to help you better manage the little things in life that will make a huge difference to your tomorrow.
About UsWith our client-focused approach, Hall & Gertski is dedicated to building strong relationships with each of our customers, as well as their families, planning not just for today but for their future.
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When it comes to planning your finances, Hall & Gertski recognises that it can be a daunting task, which is why we are committed to providing expert advice and guidance to make managing your money as seamless as possible.
We have a face to face client-focused approach. Hall & Gertski is dedicated to building strong relationships with our clients and their families, planning not just for today but for their future.
Located in Kent, we support clients in Rochester, Medway, and beyond, with our flexible approach allowing us to provide our exceptional one-to-one service to clients throughout the UK.
With a multi-talented team of exceptionally skilled professionals at Hall & Gertski, we pride ourselves on being able to offer the whole package, by using our knowledge across a wide range of financial services. That, along with our proactive attitude to financial advice allows us to empower you to plan your long-term goals by taking control of your finances short term.
Yours sincerely,
Ben Hall
CEO, Hall & Gertski Wealth Management Ltd.
We recognise the value of investing time in you, which means not only promising to provide a one-to-one confidential service but going above and beyond to arrange face-to-face meetings.
At Hall & Gertski, our client relationships are built on a foundation of trust and honesty. We are committed to delivering a completely transparent and upfront service while guaranteeing you a stress-free safe space to discuss wealth management.
At Hall & Gertski, our service doesn’t just stop with you. We are proud to provide wealth management advice to multiple generations, helping to secure and protect your family’s finances today, tomorrow and for years to come.
We are making managing your wealth easier than ever thanks to our secure cloud-based smartphone apps, designed to help you access information on your finances all in one place, wherever you are in the world.
With 2,100 clients and £440million* worth of funds under management, Hall & Gertski is one of the largest SJP Practices in Westerham. Our multi-skilled team of professionals includes 9 financial advisors, four mortgage advisors and our own paraplanner and PA team.
*Amount correct at the time of writing in 2024
St. James’s Place is one of the UK’s leading wealth management companies managing £168.2billion of clients’ funds. As a Senior Partner Practice of St James’s Place, our clients can rest assured of St. James's Place guarantee the suitability of the advice given by members of the St. James’s Place Partnership.
Hall & Gertski is the largest practice in South East England. Our main office is located in the South of England, in the heart of Kent, making Hall & Gertski easily accessible for Rochester, Medway and the surrounding areas.
If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.
Unit 4, The Barn, 2 Oakleigh Grove,
Cliffe Woods, ME3 8GY.
01622 538360
07545 193712
Monday: 9am to 5pm
Tuesday: 9am to 5pm
Wednesday: 9am to 5pm
Thursday: 9am to 5pm
Friday: 9am to 5pm
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Hall & Gertski Wealth Management Ltd © 2024 registered in England and Wales, Number 09010635.
Registered Office: Unit 4, The Barn, 2 Oakleigh Grove, Cliffe Woods, Kent, ME3 8GY
Hall & Gertski Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
