Henry is a Fellow of the Personal Finance Society, a Chartered Financial Planner, a Chartered Financial Analyst, an accredited member of the Society of Later Life Advisers (SOLLA), and an affiliated member of the Society of Trust and Estate Practitioners (STEP). Having worked for a large international bank in a number of Countries, Henry brings a wealth of knowledge and a unique perspective to his clients' financial challenges.
Despite the industry’s strict regulations, Henry finds joy in listening to his clients and working with them to solve their financial problems. He believes in providing tailored solutions that help his clients achieve their objectives. While the detailed reports are a necessary part of the process, Henry focuses on verbally explaining complex issues in a way that is clear and accessible.
Henry has also volunteered with Citizens Advice in the past and became a "Generalist Adviser" and continues to offer his time to Age UK, demonstrating his commitment to supporting others beyond his professional duties. His expertise and passion for helping clients navigate the complexities of financial planning make him a valuable asset to Medical & General Independent Financial Advisers.
