Almost everyone who gets in touch starts the same way, they're not sure what they've actually got.
Two or three old workplace pensions. A rough idea of what's in them.
A number in their head that may or may not be right.
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That's normal. It's the starting point, not a failing. My job is to find out what you've really got, work out what it means for you and create a cohesive strategy to help achieve your goals.
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I'm Luke Henley and I run Henley & Co, an intentionally small wealth management practice, so you'll speak to me, every time.
No telephone switch boards, no telling your story to all and sundry.
Where are you in life, right now?
Hover for more information
I'm thinking about stopping work
Whether you can, when you could, and what it would look like.
I've stopped, and I need it to last
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Turning what you've built into an income you can rely on.
I want to help my family
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Passing money on while you're here to see it used, and understanding what tax would be due if you didn't.
I want to help my family
Something's changed unexpectedly
Divorce, a new job, inheritance, you name it we've seen it.
How it works.
Getting in touch shouldn't feel like a commitment, so it doesn't start as one. Each step only happens if you want it to, and you'll see exactly what it costs in writing before you agree to anything.
Step 1
A short call.
Twenty minutes on the phone, no charge, no paperwork. You tell me roughly where you are, and we see whether it's worth sitting down properly.
Step 2
We talk properly.
An hour together, no charge and no preparation needed. What you want, what's worrying you, and what you've got.
Step 3
I model it and put it in writing.
Your finances in a cashflow model, tested against the what-ifs, then a plain-English plan with my recommendations and the cost.
Step 4
I keep an eye on it.
A review every year, and a phone number to ring whenever something comes up.