Matthew Henry
Financial Adviser

I work closely with my clients to assess their financial situations and identify their goals. I begin by gathering comprehensive information about their circumstances, creating a clear picture of their financial landscape.

From there, I develop personalised strategies that align with their objectives. I regularly review these plans to adapt to changing circumstances, helping to make sure that my clients stay on track to achieve their financial goals, while providing ongoing support and education along the way.

My clients see value in a number of ways, often specific to their needs. This can be as simple as enhancing the tax efficiency of their investments, right through to providing guidance and education, ultimately giving them the knowledge and understanding needed to improve their financial position

I work closely with Emma Wilkinson, my dedicated support Paraplanner, whose expertise helps to make sure everything runs smoothly.

I have a CII Level 4 Diploma in Regulated Financial Planning and a CII Level 3 Award in Long Term Care Insurance.

My journey into financial services began at university, where I studied Finance and Investment Management. After graduating with a First Class degree, I started working as a Paraplanner, before later moving on to providing advice myself.

Being able to build long-lasting relationships with people is what made becoming a financial planner attractive to me, and it’s what continues to motivate me today.

Outside of work I like to travel, taking in new cities and cultures where possible. I am also interested in all things sport, in particular golf and football. I enjoy playing golf across the North East, and support Middlesborough FC, both of which can be challenging at times.