Hedley Asset Management

Our Vision

Hedley Asset Management is a leading independent financial advisory firm dedicated to guiding clients towards a secure and prosperous future. Established in 1996, we have over two decades of experience empowering individuals and businesses in achieving their financial goals.

Our Team

Our team of experienced and qualified financial planners are passionate about helping clients navigate the complexities of wealth planning. Led by experienced directors, we hold advanced qualifications and maintain our knowledge through ongoing professional development. We are committed to providing personalized, jargon-free guidance that empowers our clients to make informed financial decisions.

How We Work

We believe in building lasting relationships with our clients through open communication and understanding their individual needs and goals. Our comprehensive approach involves:

• Discovery: We analyze your financial situation and goals to identify potential areas of improvement.
• Planning: We work with you to create a personalized financial plan that aligns with your values and aspirations.
• Implementation: We guide you through the process of implementing your plan, ensuring a smooth and seamless experience.
• Review and Monitoring: We regularly review your plan and its performance to ensure it remains effective and adapts to your changing needs.

Our Services

We offer a comprehensive range of services tailored to your specific needs, including:

• Wealth Management: Comprehensive financial planning, investment portfolio management, and wealth preservation strategies.
• Pensions & Retirement: Guidance on maximizing your pension benefits, planning for retirement, and securing your financial future.
• Protection Needs: Insurance coverage to safeguard your finances against unexpected events like illness, disability, or loss of income.
• Business Advisory: Financial planning for businesses, including retirement planning for employees, succession planning, and risk management.

Our Commitment

At Hedley Asset Management, we are committed to:

• Providing personalized and responsive service.
• Treating clients with fairness and transparency.
• Delivering comprehensive and accessible information.
• Maintaining the highest ethical standards.