About Halewood
Halewood brings accountancy, mortgages and protection together with financial planning, wills and estate planning, and conveyancing. Its services are aimed at families, first-time buyers, landlords, self-employed people and business owners, allowing mortgage support to sit alongside broader financial needs.
A single client app supports the joined-up approach. Clients provide core details once, and Halewood can reuse them across its services rather than asking for the same basic information repeatedly. The Sheffield-based group serves clients across the United Kingdom.
Before you choose Halewood
5.0 on average from 48 reviews
In its favour
- Joined-up financial services
- Single client app
- Support for people and businesses
Typical client: People wanting several financial services in one place
Specialties
Key facts
- Type
- Financial institution
- Rating
- 5.0 on average from 48 reviews
Prices
Prices published on its website, checked on 31 October 2026.
- Essentials£225 /year
- Most Popular£35 /month
- Elevate£75 /month
Featured in
Questions and answers
Is the first financial planning call free?
Yes. The first call is free, giving people an opportunity to discuss questions about pensions, savings or retirement before deciding whether they need advice.
How much does it cost to set up a new pension?
A new pension costs from £750 to set up.
Do they require a minimum investment portfolio?
No. They do not require a minimum, portfolio threshold or specific level of wealth before providing advice.
Do they advise self-employed people and limited companies?
Yes. They advise self-employed people and limited companies, including on dividends, retained profits, SA302s and limited company buy-to-let.
Are they a restricted mortgage broker?
Yes. They are a restricted broker working from a panel covering most major and specialist lenders.
How much does mortgage advice cost?
Mortgage advice costs £399 for a purchase and £199 for a remortgage. More complex cases may carry an additional fee, confirmed before applying.
