Hall & Gertski Wealth Management Ltd - Rochester

Joshua W.

Casey Bridge at Hall & Costello Wealth Management is a fantastic mortgage advisor. My partner and I were purchasing our first home together and understandably had some nerves and uncertainly about the buying process.

Casey always made sure that we understood what was happening at each step and we never felt rushed out of the meeting or off the phone even though we had hundreds of very basic questions.

We started our buying process prior to the COVID19 pandemic and completed our purchase during a national lockdown. Casey very quickly transitioned to working virtually and there was not ever a point where we felt on our own.

We would definitely use Casey again and would recommend him to anyone looking for support on their next purchase.

- Josh & Emily

Diane H.

I engaged with Danielle @ H&C through a business contact. We combined a number of company pensions that were not performing well at all, despite being 'professionally managed' with one of the big pension providers. In the last 2 years in a very challenging market we have had fantastic growth and could not be happier. Danielle is very clear, explains things in plain English and gave us plenty of time to consider our options - no hard sell and she has a fantastic team at H&C helping with the admin behind the scenes. Highly recommended.

Jordan F.

We used Casey from Hall & Costello, to help us through our first time home purchase.
And honestly he couldn’t of made it any less stressful, everything went smoothly and any issues we come up against along the way he would advise us and help us resolve without any issue. Very easy to communicate with and would always answer calls and emails very quickly.
Very professional, would 100% recommend.

Will D.

I used Hall&Costello Wealth Management for my mortgage. From start to finish I cannot fault their service. Casey was the perfect mortgage advisor, he removed all the stress from the process, answering all correspondences rapidly and providing friendly professional support. Would highly recommend to anyone. Thank you

Lucy W.

Casey Bridges has been great throughout handling my mortgage application. I was a unique and more complicated application than average and Casey really went out of his way to find a solution. I am confident that I know what I have signed up to and have the best product to suit my needs.

Nathan B.

What can I say! Siobhan started helping us over 2 years ago, when we initially started looking. Financially wasn't quite viable at the time, but she offered loads of advice to help improve the situation.

She has worked tirelessly over and over with us, getting bits in place, even though we missed out on a few properties by being out bid.
Finally we are getting on the ladder.
Siobhan has been such a huge help throughout this whole process, she's been patient, informative and extremely professional.
With out her none of this would of been possible.
I highly recommend Hall and Costello, their professionals are second to none.

Nicola W.

I contacted Danielle Lecomber, who had been highly recommended to me, to sort out my son's Child Trust Fund. It had been performing less than well so I decided to ask Danielle if she could help.

From the moment we met, she couldn't have been more helpful or professional. She clearly explained our options and how the fund could grow as a Junior ISA. It was an easy decision to transfer the funds into Danielle's capable hands and the transition process was easy. And to top it all, the JISA grew an impressive 6.6% in the first two months.

Highly recommend Danielle's 5-star professionalism and knowledge.

Robert H.

Very detailed and accommodating. They consider not only your current situation but also what might be coming up in future. A full suite of wealth management products are provided with clear explanations for their recommendations. Couldn't recommend more.