Henley Retirement Planning

Independent Financial Adviser 126G Culham No 1 Site, Station Road, Culham, Oxfordshire, OX14 3DA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th May 2019
We are here to help you get the most from your pensions.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Group pensions
    • Wealth management
    • Life insurance
    • Lump sum
    • Regular savings
    • School fees planning
Meet our advisers
Simon Rowberry Dip PFS
Principal
Where to find us

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

Make an enquiry
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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Henley Retirement Planning is authorised and regulated by the Financial Conduct Authority

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