The Family Wealth Partnership
info@thefamilywealthpartnership.co.uk 01531 800 299

Bring your finances to life

We help families plan for their financial future while also making room for the things that truly matter: quality time with loved ones and the fulfilment of lifelong dreams. Our Chartered and Independent financial planning advice is designed to empower families to achieve their bucket list ambitions while building a secure financial foundation for the years ahead.

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What chapter of your life are you in right now?

Working hard and building your wealth

It's never too early to build a financial plan. Let’s grow what you already have and move towards a more secure financial future for you and your family.

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Getting close to retirement

Let nothing stop you from living the retirement of your dreams. We’ll identify what that means to you and show you how it can be done.

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Enjoying your retired life

With a myriad of pension options available, our guidance ensures you choose the right path to enjoy the rich and fulfilling retirement you deserve.

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Preparing to leave
a legacy

As you settle into a more relaxed pace of life, it’s time to organise your estate and ensure you pass down your wealth effectively.

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The team who will shape your journey

Henry Elliston

Chartered Financial Planner

Having worked in the financial services profession for more than 15 years, Henry helps people to achieve their financial goals.

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Simon White

Paraplanner & Client Relationship Manager

Simon deals with any client queries, liaises with providers and collates information for analysis and plan construction.

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Mary Elliston

Office Manager & Marketing

Mary keeps the business organised and running smoothly, and is a general sounding board for the rest of the team.

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In our clients’ own words

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.

Chris George

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.

Erik Schmidt

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.

James Eades

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.

Alexis Fox-Mills

Let’s start a conversation about your future ambitions

There’s never been a better time to begin planning your financial future. Fill in the form to share more details about who you are and how you’d like us to help you.