Headley Financial Services Ltd

Independent Financial Adviser  Headley Financial Services Ltd, Hampshire, Alton, GU34 1HG
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FCA authorised
Last authorised 14th June 2021
Experienced, established and ethical Chartered Financial Planners delivering advice in plain English.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Commercial motor
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group income protection
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Long term care
Meet our advisers
MR Phil Hasell FPFS
Associate Director
MR Mark Potter FPFS
Chartered Financial Planner
Stephen McVey DIP PFS BA(JOINT HONS)
Adviser
MRS Jane Slater AFPC
Managing Director
MR Jonathan Woods
I F A
About us

Established over 35 years ago we are a Chartered adviser firm with 7 fully qualified advisers and 4 graduate trainees in our research department. We are forward thinking and are always looking at how we can improve our systems and develop the next generation of advisers. We aim to be here for another 35 years at least!

Our services

We work with our existing clients and those referred to us. We take time to understand the client's objectives to build a financial plan which we will then manage throughout their life. We are well known for being professional and experienced and all advisers have high level qualifications. We are focussed on delivering a great customer experience. All our fees are quoted in £ and are clearly explained at outset. We provide advice on all areas of financial planning and value long term relationships.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Headley Financial Services Ltd, William Curtis House, 25 Lenten Street, Hampshire, Alton, GU34 1HG

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