Bring your finances to life

Henry was honest in explaining our best options and he was extremely patient in waiting for the necessary documentation from players on our side. Other advisers we approached treated us like any other wealth management clients and offered only high-cost options without taking our needs into account.

I had retired from corporate life and was looking for help with planning for retirement. Henry has a great breadth of expertise and a good sense of humour. He is also very well networked, which has been a big help when needing specialist advice.

Henry was very knowledgable and professional. He understood our needs and we felt we were in good hands. We have now consolidated our various pension pots and have a strategy in place to maximise our pensions and savings for the future.

Henry took a comprehensive look at my pension funds and how I might need to use them. He then advised on the best way to save and invest the money. He reviewed my pension funds and found the one best suited to merge various schemes and get the best outcome for retirement.

Brilliantly. His advice was clear, relatable and well explained. Gave the confidence that he knew what he was doing and utterly trustworthy, focused solely on your best interests.

From the initial meeting Henry impressed with his very objective outlook and was extremely thorough in asking questions, listening and probing further to fully understand my position and objectives. He was most professional and knowledgeable and I felt gave excellent advice. I thoroughly recommend him as an outstanding IFA.