0330 038 8938
Based in Ledbury
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 25 February 2025
Henry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Verified reviews: 100%
Henry has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 28 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
5 qualification certificates available to view
Henry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Henry has provided information on their typical fees
Henry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Henry
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Henry (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 25 February 2025
Henry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Verified reviews: 100%
Henry has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 28 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
5 qualification certificates available to view
Henry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Henry has provided information on their typical fees
Henry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Henry
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Henry (based on 6 first impressions)
We believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient pension planning solutions that enable you to tick off your bucket list and spend time with your family and loved ones. As a financial planning expert, I specialize in working with business owners, people in their 50s and 60s, and those approaching retirement who are looking for help with their financial planning. My passion is to help my clients achieve their retirement goals by developing a customized financial plan that meets their unique needs. Whether you are looking to build your retirement fund, maximize your retirement income, or create a legacy for your loved ones, I can help. My services are ideal for individuals with liquids assets of over £250,000 who are looking for a partner in their financial planning journey. By working together in a consultative manner, we can make the most of your money and your retirement, whilst providing you with peace of mind and financial security. Get in touch today to schedule a consultation and start planning for your best retirement.
Offers available through VouchedFor
Contact Henry through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Henry's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Henry Elliston is an Independent Financial Adviser within The Family Wealth Partnership, an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority. Firm Reference Number 197107. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.