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.

Founded in

Australia