Nick Henbrey
Grayson Lewis Financial Planning
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0330 038 8942
Based in Oakham
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FCA Regulated
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Nick has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nick has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 31 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
7
Qualifications Uploaded
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nick has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Nick has provided information on their typical fees
Nick has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nick (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Nick
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nick (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Nick and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Nick has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Nick has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 31 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
7
Qualifications Uploaded
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Nick has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Nick has provided information on their typical fees
Nick has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nick (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Nick
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Nick (based on 7 first impressions)
Minimise tax | Maximise wealth | Protect against risk | Financing your dream home I specialise in providing long term, holistic, financial planning advice to successful individuals, and their families across the Midlands and the South of England. Our meeting will start with a blank page, as the key to any plan is to address your goals. I then work with my clients to create bespoke financial solutions tailored to their needs. I have worked tirelessly to achieve the highest possible qualification with the Personal Finance Society (PFS) and achieve Fellowship, which in 2021 was only held by 9% of advisers (3,496 from a total of 39,748 PFS members). This is to ensure I have the extensive knowledge to provide the highest quality advice. My goal is to take the hassle of staying on top of your financial plans and any tax and legislation changes away from you; leaving you with more of the most precious commodity – time. My available advice covers all areas of financial advising including; ✅ Mortgages (including Remortgage, Porting and Buy-To-Let*) ✅ Pension Planning ✅ Investment Planning ✅ Inheritance Tax & Estate Planning ✅ Business Protection ✅ Protection (Life, Critical Illness & Income Protection) Please get in touch for a no obligation consultation to see how I can help you. Some Buy-To-Let mortgages are not regulated by the Financial Conduct Authority. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 06/01/2023
£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 Nick's clients
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Your home or other property may be repossessed if you do not keep up repayments on your mortgage. Some Buy-To-Let mortgages are not regulated by the Financial Conduct Authority. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.