Parul Mehta founded HALE Wealth Management Limited in February 2010 and is based in the centre of Hale village.

Parul has been working in Financial Services since 2000 and is a Chartered Financial Planner as well as a Chartered Wealth Manager having achieved Fellowship status. Fellowship and Chartered status are two of the accolades that can be granted by the Personal Finance Society (PFS), the Chartered Institute of Insurance - CII and the Chartered Institute for Securities & Investments - CISI.

Hale Wealth Management has adopted the Corporate Chartered status granted by the CII, by publicly demonstrating our commitment to professionalism and its importance for clients.

In addition, we have recently been granted the Pension Transfer Gold Standard voluntary code of good practice by the PFS. This relates to complexed defined benefit pension transfer advice, based around a set of principles. We promote this standard and principles, so our clients can better understand good advice and be confident they are dealing with a firm that is going beyond minimum requirements when giving financial advice.