Rachael Hall

Rachael Hall is a Global Award-Winning Independent Financial Adviser & Coach, published author and public speaker, CII Expert Practitioner & Expert Witness in Pension negligence and a recognised expert in the NHS pension scheme. Renowned for her expertise, Rachael is one of the UK's leading authorities on the complex interaction of pension taxation. Although based in the North East, Rachael operates on a national scale, delivering bespoke financial solutions to both personal and corporate clients. Her insights and expertise have been prominently featured in leading publications and media outlets, including The Sunday Times, the Telegraph, the Financial Times and the British Medical Journal. SERVICES Rachael provides fully regulated independent financial advice across a comprehensive range of areas, including: - Portfolio Management and Wealth Strategies - Retirement Planning - Corporate and Business Planning - Family Protection & Estate Planning - Financial Education and Life Coaching She is a trusted expert for solicitors and clients navigating complex divorce settlements, asset splitting involving substantial personal and company pension entitlements. Her work in this area includes providing complex pension advice, tax planning and assistance with quantum calculations. PROFESSIONAL SERVICES Rachael regularly shares her knowledge through lectures, CPD training and workshops for a wide range of audiences, including: - Personal and Professional clients - NHS Employers, General Practice and Foundation Trusts - Solicitor and Accountancy Firms - Wellbeing Communities Her dynamic and engaging delivery has established her as a sought-after educator and speaker in the financial, spiritual, wellbeing and healthcare sectors. Rachaels personalised approach and tenacious dedication have earned her a diverse portfolio of clients, including medical professionals, journalists, members of the British government and entrepreneurs. She is widely respected for her ability to navigate complex financial landscapes and provide bespoke innovative financial and tax-led solutions. With a deep commitment to empowering others through financial clarity and strategic planning, Rachael is a driving force in the fields of independent financial advice and NHS pension taxes. Get help with setting up auto enrolment as an employer or get a better understanding of an auto enrolment scheme you are signed up to as an employee. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with understanding the options you have to fund yours or a loved one's long term care. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.