How we help
Our advice is centred on helping you navigate life's financial decisions with confidence.
We take the time to understand your circumstances, your priorities, and what you want life to look like as you approach or move through retirement.
From planning a sustainable retirement income to considering inheritance tax and the legacy you leave behind, we bring together the right areas of financial planning to suit you. The result is clear, joined-up advice that reflects your goals and gives you confidence in the decisions you are making.
Meet your adviser
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
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
70+
Multi-Asset Investment Portfolios
3,000+
Funds, ETFs, OEIC & Unit Trusts
Our clients report feeling understood, valued, and confident in the decisions they make, reflecting our commitment to personalised, relationship-led advice.
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.
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.
Working Together
Here 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
Testimonials
Our clients entrust us with their financial future. Here's what they have to say about their experience with Henley & Co Wealth Management
Samantha Johnson
"Henley & Co's financial planning has provided us with clarity and confidence for our life beyond work."
Ali Khan
"The personalized guidance and long-term approach at Henley & Co have been integral to our financial security and well-being."
Maria Santos
"Henley & Co's commitment to creating a secure financial future has provided us with peace of mind and confidence."
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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.