Henrietta has been an adviser since March 1988. During her years as an adviser she has gained vast experience with both private and corporate clients. She has a broad range of clients including many with backgrounds in TV, music and the arts.
Henrietta became an adviser because she enjoys looking after individual clients on a one-to-one basis. Her success has come from enjoying what she does and the quality of the service that she provides has meant that her clients come from professional connections and personal recommendation only.
Henrietta also enjoys corporate client work and has a lot of experience in SME Group Personal Pensions. She is able not just to assist the company but also to provide advice directly to all employees, ensuring that any staff benefits are properly understood and effectively used.
Chartered Insurance Institute Financial Planning Certificate (Cert PFS), Financial services, regulation and ethics (R01), Investment principles and risk (R02), Pensions and retirement planning (R04), Financial protection (R05), Financial planning practice (R06).
Telephone: 020 7382 0446
Fax: 0844 756 0462
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