Why us?

We get it. Picking a financial planner is a big decision, and it's crucial for you to feel confident that we're the perfect match for your needs.

Relax, we’ve got this

From the ground up, our small but mighty team has a deep understanding of who you are, the challenges you face and the goals you’re working towards.

Our independence makes us unique because we can provide a personal service without being tied to any one company or product. For you, this means that you can rest assured that every recommendation we make will be in your best interests.

But that’s not all we have to offer...

We raise the bar when it comes to financial planning, as we have a clear focus on cashflow planning and your unique lifestyle. It's not merely about crunching numbers; it's about the individuals and their families for who we provide these services.

We are one of a kind and consider ourselves to be a real, local financial planner on which you can depend. In a world where everything is digital, we want to still feel – and be – genuine. We like to think that we are a friendly and recognisable team in Ledbury.

Henry’s experience and qualifications make him a trusted professional to help you reach your goals. He has reached Chartered and Fellow status; however, he continues to undertake exams to further his knowledge and deliver the very best advice.

Did you know…

Although we meet with you to talk about financial planning, we also have a knack for speaking about any subject to anyone. Whether your passion lies in fine wine, sports or travel, we genuinely want to learn more about your interests.

And if we don’t know about your interests, we will seek to understand them! There’s always a lot of laughter in our client meetings, and we plan to keep it that way.

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.