Based primarily out of our Ipswich office, Henry has been advising clients for the last 15 years. He typically works with families on overall wealth strategies, including pre- and post-retirement planning, estate planning and intergenerational wealth transfer, as well as working with business owners on related issues.
Prior to this he spent several years in London, including 5 years at Jupiter Asset Management, gaining detailed knowledge of the workings of a major investment house and completing his Investment Management Certificate qualification. In addition to his investment and general financial planning qualifications, he’s also a qualified Pension Transfer Specialist.
Time with clients is spent balanced with leading our in-house Investment Committee, overseeing the governance and management of our client’s discretionary investment portfolios and other investment solutions. Henry is also a Director of SG Wealth Management and has responsibility for overseeing the client-facing team of Wealth Managers.
Henry is married with two children and lives in Ipswich. As well as running, cycling and working on his allotment, he’s also Vice Chairman of Ipswich Rugby Club which uses up most of any spare time in administration, coaching and still (just about) playing……to which his limping around the office on a Monday morning will attest!