Alan Williams

Background

About Alan Williams

Overseeing and managing one of the best partnerships teams in the currency exchange industry. Halo Financial and the team work alongside hundreds of distribution partners, becoming an extension of services for a number of industry professionals and organisations. Our partnership managers become part of your organisation to ensure your clients journey is streamline from your arms into ours and back to you with a positive outcome following your recommendation Halo Financial are a collaborative company that offers tailored foreign exchange strategies for corporate and private clients who aren’t afraid to do things differently and value personal service. Clients typically trade to – and we operate a value-based pricing model. Case Study 1 - Property Purchase – Navigating the currency market over a longer period Mr and Mrs Jeremy approached their financial adviser to discuss the option of investing in a property in Europe with the ultimate goal of settling after retirement. Halo Financial allocated a dedicated expert account manager to the clients and from initial viewing to completion, in this time the GBP/EUR rate had moved 5% against the client, our specialist services ensured the client was not effected. We also assisted the client in finding their dream property through our network of property agents.