Henshall Investment Management

Henshall Wealth Management is a family-run business with a reputation for delivering efficient and friendly service. Our dedicated team of experienced financial advisers provides financial services for both personal and corporate clients. With a focus on long-term relationships and personalised solutions, we have been helping clients manage their finances for over fifty years.

Our Services

At Henshall Wealth Management, we offer a comprehensive range of services that cater to our clients' diverse financial needs. We provide bespoke financial planning and management solutions that aim to build, grow, protect, and preserve wealth. Our services include:

1. Retirement Planning: We understand the importance of planning for your retirement. Our experienced advisers can help you make the most of your pension savings and create a retirement plan that meets your unique needs.

2. Investment Advice: Our advisers specialise in providing high-quality advice on investment strategies tailored to your risk profile and financial goals. We have access to a wide range of investment options and provide clear, unbiased recommendations to help you grow your wealth.

3. Tax Management: Effective tax management is a crucial element of any financial plan. We work closely with our clients to help them minimise their tax liabilities, both now and in the future.

4. Corporate Finance: Our corporate finance services include strategic planning, succession planning, and employee benefit schemes. We work with businesses of all sizes to help them protect and grow their assets.

5. Estate Planning: Proper estate planning ensures that your assets are distributed according to your wishes and minimises the impact of inheritance tax. We can help you create a comprehensive estate plan that safeguards your family's financial future.

Meet the Team

Our hand-picked advisory staff consists of two registered financial advisers with a combined experience of over fifty years in the financial services industry. We are proud to be an Appointed Representative of St. James's Place Wealth Management plc, allowing us to offer our clients a wide range of wealth management products and services tailored to their unique financial needs.

Working with St. James's Place

As a Partner Practice of St. James's Place, we can focus on providing personalised financial advice to our clients, while St. James's Place handles investment management, fund management, and form updates. This partnership allows us to offer our clients the benefits of working with a larger investment management company while maintaining a personalised and friendly approach.