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  11. Henley Retirement Planning

Henley Retirement Planning

Independent Financial Adviser  126G Culham No 1 Site, Culham, Oxfordshire, OX14 3DA
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FCA authorised
Last authorised 1st March 2021
We are here to help you get the most from your pensions.
We can advise you on
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Annuity purchase
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Life insurance
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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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Group Pension/Stakeholder
Meet our advisers
MR Simon Rowberry Dip PFS
Principal
About us

Henley Retirement Planning are Pension Transfer Specialists. We focus largely on assisting clients to understand and access the PENSIONS FREEDOMS introduced in the April 2014 budget to start in the 2015/2016 tax year This includes help with transferring pensions, setting up new schemes and on-going management of funds before and during drawdown. We keep our overheads low which allows us to keep our charges very competitive. We are happy to meet with you at your home or place of work or at our office in Culham. We work on a fee basis, usually a percentage but with maximum and minimum limits. Charges made clear and agreed before any are incurred. There is no charge for the first meeting.

Our services

Our specialist advice areas include:
• Pension Transfer Advice including Final Salary (DB) schemes.
• Drawdown
• Retirement Planning
• Wealth Management
• Inheritance Tax Planning
• Long term investing
• SIPPs

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

126G Culham No 1 Site, Station Road, Culham, Oxfordshire, OX14 3DA

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