I started Henley & Co Wealth Management to provide financial advice differently, focused entirely on building genuine relationships with each and every client.
I decided to move away from the 'bigger firm' approach as the excessive client numbers makes it difficult to give the personalised attention and care that every individual deserves. My approach is carefully thought out and considered, completely bespoke, and continually reviewed to match your goals. I take the time to understand what you want from life, helping you make informed decisions about retirement, inheritance, and your family’s future.
Seeing clients make major life decisions with confidence, knowing they have a clear plan to achieve their ambitions, is what makes this work so rewarding.
My aim is that after working with me, you feel valued, understood, and confident about the path ahead.
Luke Henley DipPFS
Meet your adviser
Our mission
To provide clear, considered financial advice built on trust, discipline and long-term thinking, so our clients can focus on living well while their money works quietly in the background.
The numbers
At Henley & Co Wealth Management, the numbers tell a story of experience, choice, and client satisfaction. From our wide range of investment options to consistently high client satisfaction rates, every figure reflects our commitment to providing carefully considered, personalised advice. These numbers aren’t just metrics — they represent the confidence and clarity our clients gain in planning for retirement, protecting their family, and leaving a legacy.
100%
Client Satisfaction
Our clients report feeling understood, valued, and confident in the decisions they make, reflecting our commitment to personalised, relationship-led advice.
70+
Multi-Asset Investment Portfolios
Our clients have access to over 70 multi-asset portfolios, including income-focused portfolios, responsible and ESG funds, and tailored investment solutions. This breadth of choice allows us to create plans that suit your goals, risk appetite, and values, ensuring your investments support both your retirement and long-term family objectives.
3,000+
Funds, ETFs, OEIC & Unit Trusts
With access to over 3,000 funds, ETFs, and unit trusts, we can build investment strategies that are truly tailored to your needs. This wide selection ensures your portfolio reflects your risk profile, retirement goals, and long-term family priorities, giving you confidence that your wealth is working as effectively as possible.
Get in Touch
If you’d like to talk through your plans or have questions about your financial position, we’d be happy to help. Get in touch to arrange an initial conversation.