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Gaunt Hall is a busy IFA practice with a high net-worth private and corporate client portfolio.

Our Philosophy

Our aim is to ensure our clients:

• are clear about all possible options and how to achieve their goals
• feel in control of their finances
• are able to use their money effectively
• are financially well-informed
• reduce their tax liability

...and because we offer a professional and unbiased service, our clients can be confident in their financial planning.

Our Professional Culture

The industry regulator, The Financial Services Authority (FSA), is a firm advocate that examination qualifications clearly demonstrate professionalism, commitment and integrity. We agree, and therefore ensure that we achieve the industry’s most recent professional qualifications. So we will be among the first in the country when we apply for the new Chartered Financial Planner status, hopefully before the end of 2007.

Partners

Victoria Rixon Heuck and Alison Gaunt

Alison Gaunt has worked in the industry for over 25 years, giving her a vast depth of knowledge. She is a graduate of the University of Durham, holds an MBA from the University of Bradford and is a Fellow of the Chartered Insurance Institute (FCII).

Victoria Rixon Heuck has worked in finance and taxation for over 20 years and has been a partner at Gaunt Hall since its inception in 1994. She holds two university degrees, is a Fellow of the Association of Chartered Certified Accountants (FCCA) and is also a qualified member of the Personal Finance Society.

Staff

All our staff either hold, or are studying for, the relevant industry qualifications. They also have a strong commitment to client service and professionalism and strive to ensure that client needs are always met.

Specialisms

At Gaunt Hall we offer an all-round financial planning and advisory service including:

• retirement planning
• inheritance tax mitigation
• investment advice
• group schemes
• shareholder protection
• life assurances

How we are paid

Initially, we invite potential clients to attend a complimentary one-hour meeting at our offices. This is an opportunity to discuss your objectives and to quantify any problems, and it gives us a chance to identify potential solutions.

We discuss then how we would be paid for our services once we have been instructed to proceed. We work on a fee or commission basis by mutual agreement. This agreement is transparent and documented.

Contact us

For help or advice on any aspect of financial planning, contact
Alison Gaunt or Victoria Rixon Heuck.

Independent Financial Advisers
37 North Bar Within, Beverley HU17 8DB
Tel: (01482) 860700
E-mail: info@gaunthall.co.uk

Authorised and Regulated by the Financial Services Authority