Daphne
It’s never too late to gain financial confidence
I didn’t involve myself much in our family finances, taking a more traditional role raising my two children…
Gareth
Why waiting for retirement is overrated
After working for 40 plus years, I didn’t want to wait for state pension age and was looking to retire at 60. I had accumulated a number of pension plans over the years and roughly calculated the income I could get, but couldn’t be sure. Stuart discovered that all but two of my plans had
Jacob and Orla
A reassuring relationship through life’s ups and downs
I first met Jane when she was handling my late mother’s financial affairs more than 20 years ago…
Peter
Investing in financial wellbeing
Though I worked in financial services, I was too busy to focus on my own financial wellbeing and really wanted a fresh perspective on my arrangements…
Margaret
The comfort of having money in safe hands
Our probate solicitor recommended Headley to me following my husband’s death…
Kathryn and Glen
Now there’s more for the whole family to enjoy
It was ten or so years ago when I called Headley to see if they could help me with pension advice. I assumed that now I’d reached my pension age that I’d end up with an annuity…
Amelia and Marcus
How restructuring pensions gave peace of mind
My husband is in care due to a long-term medical condition and we needed financial advice, specifically relating to the impact of legislation on his substantial pensions…
Val
Even a difficult divorce can result in good outcomes
Going through my divorce and the process of splitting our family assets was a difficult time and I felt quite vulnerable…
Malcolm
A liberating leap into early retirement
I’d been a client of Headley’s for over 10 years and was planning for my retirement. My regular reviews were keeping me on track, but one in particular set me on a new path…
Paula
Pensions don’t need to be pot luck
The complex options presented to me by my company pension scheme made me question whether I would have enough income in retirement…
Cathy and Richard
Retirement is the gift that keeps on giving
Richard and I both lost our spouses when our children were young and had the pressure of balancing careers and raising our children…
Jocelyn and David
Safeguarding the future of a farming family
As farmers with a busy livery yard, we are used to hard work. We see ourselves as custodians of this farm until our son hopefully takes over…
