Henderson Stone Asset Management

Restricted - Whole of Market  2nd Floor, McCafferty House, Glasgow, City of Glasgow, G20 7BE
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FCA authorised
Last authorised 8th March 2021
Covid-19 update - We are currently providing remote advice over the telephone or internet and an initial no-obligation meeting is always at our expense. Part of an FT Award Winning (2019) Financial Planning Network*, we offer a comprehensive range of financial planning services for individuals, both employed and self-employed. * We are part of Quilter Financial Planning, an Award Winning National Network of Financial Planners (1st in the 2019 FT Adviser’s Top 100 Financial Advisers Awards).
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Mr Sam Henderson
Chartered Financial Planner
Mr Bill McCowie
Chartered Financial Planner
About us

Our head office is a short distance from Glasgow City centre, opposite the Firhill Stadium on Firhill Road. Parking is available and we welcome visitors by appointment.

Our services

Our advisers offer full financial planning advice over many areas but we are particularly experienced in Defined Benefit Pension Transfers (also known as Final Salary Pension Transfers). Other areas of expertise include; all aspects of personal pensions, investments, tax planning, trusts and estate planning, inheritance tax mitigation, long-term care and Equity Release.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Henderson Stone Asset Management Ltd is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.

Transferring out of a final salary pension (also known as a defined benefit pension) is unlikely to be in the best interests of most people.

The value of pensions and the income they produce can fall as well as rise, you may get back less than you invested.

By transferring out of a final salary pension you will be giving up all of the guarantees and taking on the investment risk yourself.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

The Financial Conduct Authority do not regulate tax/estate planning and trusts.

2nd Floor, McCafferty House, 99 Firhill Road, Glasgow, City of Glasgow, G20 7BE

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