We specialise in the following areas:
Inheritance Tax planning
Business Protection (Key Person and Shareholder Protection)
Highlights, Specialties & Features
- Investment advice, Inheritance Tax Plannning, Pension Advice, Financial Advice, ISA
Professional Associations & Certifications
- Chartered Wealth Management (Chartered Institute of Securities & Investments), IAD, PCIAM, Dip IFS,
- Chartered Institute of Securities & Investments
- Chartered Insurance Institute
- The London Institute of Finance Banking
- Stamford, Cambridge, Oakham, Lincolnshire, Cambridgeshire, Oundle, Peterborough, Northamptonshire
|Address||The Grey House, 3 Broad Street,|
An experienced Wealth Manager, Henry offers financial planning, estate planning, investments and pensions and family protection for private clients and charities. He has an in-depth understanding of the financial markets and extensive experience running both multi-million pound funds and portfolios.
Having worked both for boutique investment firms and as a global asset manager, he has a wealth of experience in the Investment Management and Stockbroking world. A member of the Chartered Institute of Securities & Investments, he provides a safe, strategic pair of hands for funds, and holds exceptional customer experience at the heart of his values.
Products & Services
Savings & Investments
When planning your finances, it is important to distinguish between savings and investments. Savings are generally funds that you set aside, but can be accessed relatively quickly. These savings are often for a specific need or purchase, like a holiday or a new car. The most common way of ‘saving’ is into a bank account (‘deposit’ account) where the money can be accessed in an emergency, and for every £1 you put in, you will get £1 back and possibly some interest.
Investments are designed to be held for a longer term, usually at least 5 years. You need to be comfortable with tying up this money for a period of time, and should not consider investments unless you have some savings in place. Most investments are not guaranteed to return your money in full, although do offer the prospect of potentially higher returns than deposit accounts. Returns, risk and volatility are the factors that will determine a suitable place for your savings.
Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.
There are many different ‘tools’ used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you.
Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.
There are various ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.
From Our Website
As highly qualified financial advisers with many years experience providing independent financial advice in Stamford, Oakham, Oundle and Cambridge we understand what is important to clients as they put their trust in us to safeguard their financial futures. We are extremely proud of our service standards and aim to treat you fairly in all our dealings ensuring you fully understand all benefits, risks and associated costs for any of our recommendations. Henry was very personable and took the time to understand my situation and needs.
As independent financial advisers we advise across a wide range of services including investments, pensions, wealth management, protection and inheritance tax planning. We are committed to putting your needs at the heart of everything we do, developing long-term relationships and regularly reviewing your situation to ensure we adapt to change. Holding Chartered Wealth Manager level qualifications from the Chartered Institute for Securities & Investments you can be sure that the advice you receive comes from the highest pedigree.