Guiding you on every step

of your financial journey

Working For You

Hedderman Financial Solutions provides tailored financial planning advice to assist individuals and businesses grow and protect wealth. Having attained a reputational market niche for simplifying complex financial planning issues and by limiting the number of clients in our practice, we focus on continuously providing bespoke personalised client services.

We are very proud of our heritage and feel a strong sense of responsibility to both our clients and the local community, to whom we owe our success. Looking after your financial future is an honour and responsibility and we are committed to working with client’s who wish to take control of their financial future and stay you on the right track towards achieving those objectives.

1. Getting to Know You

2. Planning Together

3. Implementation of the Financial Plan

4. Regular Reviews

We are highly motivated to exceed our clients’ expectations so we never stop learning and we constantly educate ourselves to ensure we can deliver the best possible experience. To help us do this, we have established a trusted support network of professional experts and technical specialists who act as a sounding board for complex issues so that we are always well equipped to deal with any aspect of financial planning, no matter how technical or specialised. Years of experience have taught us that good financial advice can play a critical role in improving people’s lives and it is our privileged to play this role in the lives of our clients.

What Our Clients Say

{I have known Maurice for most of my 30+ years in the industry and can vouch for his integrity and his commitment to putting his customers first.

5

Tom Barry

Former Chief Executive of Canada Life

{My speedy recovery from serious illness eight years ago is in no small measure attributable to the cover obtained through Hedderman, which greatly alleviated any stress.

5

John C. Walsh Dip. Env. Econ.

Solicitor

{We’ve always received an excellent service from Hedderman Financial Solutions. We just love the personal touch and the time they give you as a client. We have recommended them to so many family and friends who all have had brilliant experiences also.

5

Aine Fay B.Com Msc.

Chartered Accountant

1. Getting to Know You

This is the first stage of the planning process, and in many ways it’s the most important. A financial plan that isn’t tailored to your own requirements and circumstances will struggle to produce the right results. This isn’t one-size-fits-all. The only size we do is the one that fits you perfectly and we will work with you to ensure we know your precise circumstances, goals, dreams, fears and concerns.

2. Planning Together

Based on your goals and milestones, working together, we will build your personalised financial plan. A resulting summarised report outlining the action steps is provided where required.

3. Implementation of the Financial Plan

Once the analysis and development of the plan is complete, the adviser will outline the recommended courses of action. Hedderman Financial Solutions may carry out the recommendations or serve as your coach, coordinating the process with you and other professionals such as accountants or investment managers. We will also handle the interaction with financial product providers.

4. Regular Reviews

Financial planning is a dynamic on-going process that requires continuous monitoring. A Review of the actions recommended in the plan should take place regularly, and the goals should be reviewed annually to take account of a change in income, asset values, business or family circumstances. Financial Planning that follows a properly defined and documented process will give the greatest chance of a successful outcome. It will not guarantee financial security or wealth but will provide an opportunity to persue both and requires proper analysis, discipline and expertise.