Jack Ivory, Hall & Costello Wealth Management

Unit 4, The Barn
2 Oakleigh Grove
Cliffe Woods, Rochester
ME3 8GY
People with existing mortgages whose rate is due for renewal in the next 12 months, First-Time Buyers, and Buy-To-Let portfolio owners.

Business Description

I provide mortgage advice on buying a new home, remortgaging and Buy-to-Lets. I provide protection advice on life cover, critical illness cover, income protection and buildings and contents insurance. 

As a Partner Practice of St. James’s Place Wealth Management primarily covering the South East, I work with my clients on a three-step process: understanding their needs, advising and implementing the solution and then maintaining a long-term relationship, being their source of trusted advice as their financial needs evolve over the years.

Financial markets and mortgages can seem complicated, so I aim to provide as much detail as needed to help them understand everything, whilst at the same time keeping things simple.

Hall & Costello Wealth Management Limited 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 http://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. 

Accreditations & Qualifications

BSc (Hons) Economics and Finance, University of London, Queen Mary

Diploma in Regulated Financial Planning, Chartered Insurance Institute 

Certificate in Mortgage Advice, Chartered Insurance Institute