Partnering with Halo – About Us
Why is Halo Financial different?
Halo Financial is here for the customers who are tired of being banished to the back of the queue, put on hold, or just forgotten about.
Halo Financial provides a personal service for people who want to be treated like individuals and businesses who want to know their custom matters.
Halo Financial was built on the dual pillars of Customer and People. We set out to better meet the needs of our individual and business customers who felt they were not getting the best deal or the right service from their banks or currency providers.
The people at Halo Financial all have a common aim: to work together to provide the best possible service and get the very best deal available for our customers. We do this by using our unique mix of financial, market, strategic and creative thinking to make the currency exchange process safe, simple and effective. The business is built on the core values of honesty, trust, and transparency, building long-term, successful relationships with our clients and strategic partners.
Our vision and values
Vision
We strive to:
• Provide industry-leading levels of customer service, ensuring our clients get maximum benefit and satisfaction from our currency services, products and solutions.
• Recruit, develop and retain the very best people as they contribute as much to our business success as our very best strategic planning. We don’t give people jobs, we give them careers.
• Push technological boundaries for ever greater efficiency and improved customer service.
Values
• Proactive – The first to meet our clients’ needs by anticipating them now and in the future.
• Professional – Knowledgeable, expert, friendly and courteous at all times.
• Trustworthy – Upholding the greatest levels of integrity, doing what we say we will, when we say we will. Ensuring regulatory standards and compliance are upheld to protect our clients.
• A team – We encourage individual creativity and leadership, but work together for our clients.
• Clear – It’s our job to simplify a complex service, making it easy to use and understand.
• Dedicated – We believe our services really make a difference. Every client is allocated their own industry-qualified currency specialist, to assess and meet their individual currency requirements.
Vital statistics – at a glance
- Halo Financial is a foreign currency exchange specialist, founded in 2004 and has been trading since 2005
- Central London location
- Fast growth company
- Experienced: Established in 2004, Halo’s founding directors are actively involved in trading and service excellence.
- Client-led: Consultative FX approach for corporates and individuals to make the most of their international payments.
- Strategic: Halo helps clients create the right currency strategy for their individual needs, helping to mitigate risk, maximise exchange rate opportunities and protect client funds.
- Heritage: A wealth of experience in FX markets, financial services, migration and overseas property, gleaned from many years in top tier and blue chip organisations.
Security of clients’ funds
Segregated client accounts
All Halo’s client funds are placed in a segregated account held at Barclays Bank PLC, in designated, segregated accounts that are entirely separate from both Barclays and Halo’s operating accounts.
As an FCA Authorised Payment Institution, we are not covered by the Financial Services Compensation Scheme. Instead, where we have segregated your funds in a safeguarding account, it means those funds would be separated from our other assets in the event of our insolvency and used to repay you and other clients.
Barclays Bank PLC provides us with safeguarding account(s), but does not monitor the funds we place on the safeguarding account or how we operate these accounts. As an FCA Authorised Payment Institution it is our responsibility to segregate funds.
Halo Financial is Authorised by the FCA under the Payment Services Regulations 2017 (FRN: 528727), adhering to strict regulations and protocols for company robustness. The company is not involved in speculative activities.
Awards
The Gold Standard
Halo Financial consistently wins awards for customer experience, service excellence and innovation, having been awarded Feefo Gold Trusted Service four years in a row and Commended by Consumer Moneyfacts five years running.
Halo was proud to win the Best Customer Focus category in the 2016 Best Business Awards; OPP Gold for Best Supporting Service; and the Gold Award for Financial Support and Innovation from Relocate Magazine.
Discover more about our business
Reviews
Hundreds of reviews showing Halo’s excellent customer service.
We received the Platinum Trusted Service Award – having achieved excellent customer satisfaction for 6 years in a row.