Who are we?
We help clients like you to navigate your money and live life on your own terms. Our aim is simple – to give you financial peace of mind, for life.
Wealth management and financial planning you can build your life on.
Accessible and friendly
Traditional financial advisers can be corporate and often don’t feel accessible. For someone managing your hard-earned money, you want to know, like and trust them. We speak your language!
Fees you understand
Hidden fees and sly percentages aren’t fair. We share our fees upfront and have deliberately kept them easy to understand. We want to grow your money, not take hidden cuts for ourselves.
Making money simple
The financial world is complex enough, you don’t need more acronyms and jargon to get your head around. We aim to demystify the world of finance, simplifying everything so you can focus on life.
This is Benjamin - your new financial partner
After working in various financial planning firms, both big and small, I realised the level of service provided often fell short of what I would personally seek as a client. This realisation sparked the idea for Headsup.
You can find me in Edinburgh with my long-suffering partner Hannah and our cat Dusty.
Thanks to the wonders of modern technology, I help clients all across the UK with their money worries.
Our process is designed to help you crack the money code
At Headsup, we’re committed to providing you with the kind of service we’d want for ourselves. We manage your money as if it were our own – because your financial peace of mind is our top priority.