Hedley Asset Management Ltd
Hedley Asset Management Ltd is a firm of Independent Financial Advisers working from two locations in South Wales and one in Ross on Wye. The company was established by its present directors in 1996 and has been directly regulated since 1997.
We provide a highly personal independent financial planning service, giving professional and continuing advice to private and business clients, thus developing trusted long term relationships through good communication and by understanding the needs and objectives of those we serve.
2012 has been a most important development year for financial advice firms. From January 2013, all registered advisers have to be qualified to a level broadly equivalent to that of a university first degree, and now have to prove their knowledge annually in order to hold the new Statement of Professional Standing (SPS). This is the equivalent of a solicitor's practicing certificate.
In 2013 our advice team achieved this demanding new standard and some of us hold more advanced qualifications - we are proud to have one Chartered Financial Planner and others who are working towards this prestigious award. See below for more details of our team.
We refined our new client proposition in 2013 to accommodate the new regulations on fees and commission, which we had been working towards for several years. We have new procedures on risk management and portfolio selection which are proving popular with our clients and we are entering the new era with growing optimism that high quality financial advice will be needed as never before.
We are proud to announce that our firm was awarded the prestigious accolade of Adviser Firm of the Year – Wales 2015 by Professional Adviser magazine.