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  11. Headley Financial Services Ltd

Headley Financial Services Ltd

Independent Financial Adviser  40 The Avenue, Chichester, PO18 8TY
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FCA authorised
Last authorised 17th January 2022
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
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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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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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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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Income protection insurance
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Life insurance
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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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Steve McVey APFS, BA (Joint Hons)
Chartered Financial Planner
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

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

40 The Avenue, Hambrook, Chichester, PO18 8TY

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