My wife and I had accumulated a variety of pensions and protection plans, and being in our mid-40s, we wanted to make sure our finances were in sound shape. We did have a previous adviser, but he regularly confused us with technical jargon and didn’t take time to help us understand the advice he was giving. We received a glowing recommendation for Henry and decided to use his services instead. Before giving us any advice, Henry took the time to really understand our situation, including helping us to gain clarity about what we wanted to achieve with our finances. He’s then worked hard to get our finances in much better order. He consolidated our pensions so that we can maximise their value, arranged some additional protection for us, and overall given us advice in a clear and well-reasoned manner. It’s always a pleasure chatting with Henry, and our finances are in better order. We have a much clearer understanding of our situation and foundation for making financial decisions over the coming years, as well as an adviser who we trust can help us navigate those decisions.

It’s most important that you can build a long-term relationship with your advisor with trust on both sides and we have that with Henry. The advice given to us by Henry is targeted and helpful. He allows us space to make decisions with accurate information. Golden Oak are also growing which is giving us more and more confidence in their ability to support us for the future.

I needed guidance as to how to invest my money and set up a pension. Henry helped me secure and set up a suitable investment plan and pension scheme. He was available whenever I needed him, and he helped me understand financial concepts that previously were alien to me, which was invaluable to a first-time investor/saver. Henry was superb in helping me explore appropriate options and choosing the best one for me.

I had been through a divorce and needed to take control of my investments and retirement. Henry did a comprehensive review of my investments and wrote a considerable report that confirmed his recommendations. From this he moved my ISAs into new funds and my pension remained in situ. I am now feeling back in control of my retirement.

My wife and I had accumulated a variety of pensions and protection plans, and being in our mid-40s, we wanted to make sure our finances were in sound shape. We did have a previous adviser, but he regularly confused us with technical jargon and didn’t take time to help us understand the advice he was giving. We received a glowing recommendation for Henry and decided to use his services instead. Before giving us any advice, Henry took the time to really understand our situation, including helping us to gain clarity about what we wanted to achieve with our finances. He’s then worked hard to get our finances in much better order. He consolidated our pensions so that we can maximise their value, arranged some additional protection for us, and overall given us advice in a clear and well-reasoned manner. It’s always a pleasure chatting with Henry, and our finances are in better order. We have a much clearer understanding of our situation and foundation for making financial decisions over the coming years, as well as an adviser who we trust can help us navigate those decisions.