Working hard and building your wealth

Let’s grow what you already have and move towards a more secure financial future for you and your family.

Create a better future

Consistent hard work, dedication, and a bit of perseverance are the building blocks of financial freedom. And it looks like you’ve got that down to a tee. Your efforts are paying off, and you’ve built a secure pension, providing peace of mind for your family’s future.

Even though your pension is in a good place and your family is protected, there are still big expenses to tackle, like paying off a mortgage or covering school fees. It’s a reminder that while you’ve done well so far, managing ongoing financial commitments wisely is crucial.

By striking a balance between safeguarding what you’ve built and planning for future expenses smartly, you’ll continue on the path to financial wellbeing.

You probably have questions like…

How much should I be saving for retirement?

How do I protect my wealth should anything happen to me?

What are the best investment options for my goals?

Can I be any more tax efficient with my savings?

How can I effectively manage my existing debts?

The Financial Conduct Authority does not regulate Cashflow Planning.

This is what we do best

Financial clarity starts with cashflow planning

Our team use cashflow planning to visualise a forecast of your future finances. We provide answers to your burning questions and equip you with the knowledge to make the right decisions for your family

Answer your questions clearly and effectively

We answer any queries you have, honestly and fully. We tell you everything you want to know and keep no secrets. Some financial planners speak in riddles, but that’s not how we like to interact with our clients.

Advise on your savings and investments

In the early stages of planning, we’ll establish your goals. From there, we'll craft a strategy that takes into account savings and investments, and not only aligns with your goals but also considers your attitude to risk.

Identify risks you and your family could face

We'll pinpoint potential risks you and your family might encounter. Our goal is to establish measures that shield you, your assets, and your loved ones from any potential threats to your financial wellbeing.

Ongoing reviews to keep you on track

Every year, we’ll arrange a review to assess your plan and investment strategies to ensure they are still on course. Any new goals or changes in plans? We'll update your strategy accordingly to keep things on track.

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.