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

Our story

Our passion is to help people understand their unique financial needs and by cultivating long standing relationships help our clients achieve peace of mind and financial security.

Quality planning with a conscience

We’re here because we love changing people’s lives. As independent financial planners, we work with you to bring your finances to life through the power of cashflow planning. It’s a pleasure and a privilege to be part of your journey, celebrating every milestone achieved together.

The Family Wealth Partnership was established in 2024, and we have over 25 years combined experience of helping deliver great service and results to many different clients including doctors, business leaders and lottery winners and helping them to plan for their future.

We are based in the glorious Herefordshire countryside but have many clients in Oxford, London and beyond.

 

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.

Read more about Henry

Simon White

Paraplanner & Client Relationship Manager

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

Read more about Simon

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.

Read more about Mary

Why invest in your future with us?

The Family Wealth Partnership team is deliberately small, so every single client gets the benefit of our combined expertise and perspectives. With a focus on cashflow planning rather than products, we’re confident that our unique approach truly stands out from the rest.

Why choose us?

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.