What Our Clients Think

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.

We wanted to get proper, informed advice, especially as we were coming up to retirement. Henry is happy to come to see us in person and has an extensive knowledge of how best to help us with our investments. He has given us the informed advice we were seeking. Henry’s strategies for investment have proved very sound during the recent turmoil caused by Brexit and Covid.

We wanted to have our finances in one place rather than several, with one person we trusted in charge of investing them for us, rather than many separate and unlinked funds. Henry looked into our financial situation, suggested a plan, put it into action, and gives us annual reviews in face-to-face meetings which are clear and helpful. Henry is confident that the investments are being made in secure and successful areas. This is communicated to us on a regular basis, and any questions we have are answered quickly and clearly by email or phone.

Henry has helped in many ways. First of all, he is very good at listening and understanding my needs. He knows his industry extremely well and what I really like about Henry and his team is that they make the recommendations and leave it with me until I am ready. There is never any pressure to make a decision, and Henry is always available to help.