Financial Planning
At Henley & Co, we believe that true financial planning is about more than just products. It's about helping you understand your money in the context of your life. We take the time to fully understand your current circumstances, your short and long-term goals, and what matters most to you. From there, we build a financial plan that supports your lifestyle expectations, retirement aspirations, and family priorities, providing clarity and reassurance at every stage.
Our process includes detailed cash flow modelling to show how your income, savings, pensions, and investments work together over time. This allows you to explore different scenarios, such as retiring earlier, managing planned spending, or understanding the impact of market volatility. We present this in a clear, easy-to-understand written financial plan, tailored to you, so you can see not just what the options are, but what they mean for your future.
We work with you to:
Working Together
These are just a few of the ways we work with our clients to provide clear, personalised guidance.
Personalised Guidance
We take the time to understand you, your goals, and your life stage, so every decision is tailored and meaningful
Family Linking for Lower Fees
By connecting planning across family members, we reduce overall costs and create a joined-up approach to wealth, retirement, and inheritance
Long-Term Partnership
We aim to build lasting relationships, supporting you through life changes and milestones, not just providing transactional advice
Bespoke Planning for Life Stages
Whether approaching retirement, managing inheritance, or thinking about legacy, our advice is designed to meet your needs at every stage of life
Holistic Approach
Retirement planning, investments, protection, and inheritance tax are considered together, ensuring nothing is overlooked
Flexible Meetings
Whether in-person, online, or by phone, we meet when it suits you to provide guidance with minimal disruption
Confidence and Reassurance
Our focus is helping you feel secure, knowing your plans are robust and your financial future is protected
Expert Insight and Access
Benefit from a wide range of investments, strategies, and professional insight
Regular Reviews
Your plan evolves with your life, the market, and legislation, keeping your finances relevant, effective, and aligned with your ambitions
Clear, Accessible Advice
We explain complex financial matters in straightforward language, giving you confidence and clarity without jargon
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.