Headley Financial Services Ltd

Independent Financial Adviser 40 The Avenue, Hambrook, Chichester, West Sussex, PO18 8TY
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
3rd December 2018
Headley Financial has grown by referrals from our customers since 1974. We look forward to welcoming you as a client.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Wealth management
    • Long term care
Meet our advisers
Steve McVey APFS, BA (Joint Hons)
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
"Excellent - felt totally secure that HFS were working in my best interest."
Ms E, Pension Advice
"Could not fault any part of the service - very professional."
Mrs L, Investment Client
"Steve was helpful and friendly, putting us at ease in a professional way. We believe our business was important to him and will use him again."
Mr & Mrs W, Pension Clients
Where to find us

40 The Avenue, Hambrook, Chichester, West Sussex, PO18 8TY

Contact us
About us

A friendly, locally based adviser for personal or corporate clients. We can help you plan your retirement, improve your investment returns, increase your income and save inheritance tax.
HFS LTD is a chartered adviser firm and we work on a fee basis. All costs and services will be presented in your first meeting, which is at our expense.

Our services

We explain things in plain English and have as many meetings as you need to feel comfortable with our recommendations

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Headley Financial Services Ltd is authorised and regulated by the Financial Conduct Authority

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