About Headway Wealth
I have been working in the wealth management industry since 2009, specialising in pension transfers/consolidations and can assist with all types of pension.The advice I give is truly independent with no bias towards any particular investment manager.
Our financial advisers want to help you create a plan that’s right for you. So our first conversation will simply involve listening to your circumstances, plans and aspirations.This free, no obligation initial consultation can take place where or when it suits you, in person, over the phone, on Zoom or Teams. Hopefully this will leave you feeling reassured and excited about allowing us to support you moving forward.Our second meeting is a chance to take a more in-depth look at your circumstances.The session will give us time to run through your existing arrangements and map them against your future plans.We can explain the options available to you and begin to map out the possible ways forward.We are a completely independent advisory firm, directly authorised by the FCA. We have no ties to particular providers or investment managers and are able to put in place bespoke solutions, precisely tailored to the needs of each individual client.
Pensions & retirement:
Tax & trust planning:
Expatriate finances:
Tax & trust planning:
Expatriate finances:
