Company Information

Get to know HNW Planning - UK Pension Transfer Specialists

HNW Planning is an FCA-regulated firm focused on assisting High Net Worth (HNW) British expatriates with the complexities of transferring their UK-based pensions, including Defined Benefit and Final Salary schemes. Their core mission is to provide clear, specialised, and regulated advice, helping clients understand their options, such as transferring to a Self-Invested Personal Pension (SIPP) or a Qualifying Recognised Overseas Pension Scheme (QROPS), to better suit their financial goals and life abroad. The firm acts as an introducer to regulated investment managers after the pension transfer advice is complete.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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HNW Planning - UK Pension Transfer Specialists

Australia

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.