Henley Retirement Planning

Independent Financial Adviser  126G Culham No 1 Site, Culham, Oxfordshire, OX14 3DA
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020
Meet our advisers
Simon Rowberry Dip PFS
Principal

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

Where to find us
Head office address: 126G Culham No 1 Site, Station Road, Culham, Oxfordshire, OX14 3DA
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
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020

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