Hallmark Financial Services


Thank you visiting our website. We are based just 20 minutes south of the beautiful Georgian city of Bath, in the Somerset town of Midsomer Norton (no thankfully, were not plagued with murders here!) with clients spread across the West and South West of England.

We offer advice on a range of FCA Regulated products and services and non-FCA Regulated products and services with each product or service being clearly presented so that there can be no confusion.

It is important that we do this because for FCA Regulated products and services we are an Appointed Representative of Tavistock Financial Ltd which is authorised and regulated by the Financial Conduct Authority but we offer non-FCA Regulated products and services in our own right so for these products and services Tavistock Financial Ltds accept no responsibility as these products and services are not regulated by the Financial Conduct Authority.

Hello, I’m Michael Hoare. I established my company in 1995 but have 30 years experience as a Financial Adviser.

We approach every new client with a blank canvas and have absolutely no agenda or preconception of what the outcome of our dealings might be.

We are mindful that many of topics we deal with can be quite daunting and confusing so I sincerely hope that you will always find us approachable, understanding and plain speaking.

I hope you find our website informative. We’ve tried to keep the tech-speak to a minimum but it is important to be aware that:

You should not make decisions based solely on the content of this website as individual advice should always be sought first; and

Regulations, levels and bases of taxation referred to on this website are subject to change.

We look forward to hearing from you.

Michael W Hoare

Michael W Hoare t/a Hallmark Financial Services is an Appointed Representative of Sanlam Partnerships Limited which is authorised and regulated by the Financial Conduct Authority
FCA Registration No. 439054.
The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers
based in the UK
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