HENRI JAMES Wealth offers you bespoke independent financial advice tailored to your individual needs. Our aim is to build rewarding and lasting relationships with our clients which pass down through generations. Whether you are planning for your retirement, funding your children's education, wish to enjoy life's luxuries, or you are a business owner, our proven track record will allow you to realise your goals.
Being entrusted with your savings is a responsibility we take very seriously. HENRI JAMES Wealth only invest in trusted and respected funds. You will have a personal relationship with your adviser and in turn we meet regularly with our chosen fund managers to ensure that your performance is outperforming our benchmarks.
Being entrusted with your savings is a responsibility we take very seriously. HENRI JAMES Wealth only invest in trusted and respected funds. You will have a personal relationship with your adviser and in turn we meet regularly with our chosen fund managers to ensure that your performance is outperforming our benchmarks.
Services
HENRI JAMES Wealth was created by Sarah Stallard. Building on the experience gained while working for a specialist Pension and Investment IFA firm, HENRI JAMES Wealth was created to offer quality, bespoke independent financial advice for both private and corporate clients. We offer an experienced portfolio management service.
Pensions made Simple. Most people we meet do not understand pensions and therefore ignore them. Speak to an adviser and we guarantee that within an hour of your complimentary review you will not only understand your current pension provision and the underlying investments but also you will be able to make an informed decision about planning for your retirement.
Although past performance is not a guide to future performance the following graphs illustrate one of our main criteria for our portfolios under management; that is to outperform our benchmark namely the weighted sector average. This illustrates the returns of a sample of the portfolios recommended to our clients during the unprecedented market conditions of the financial crisis of 2008/9.
We offer tax efficient solutions to achieve your goals. We recommend products to hold bespoke investment portfolios aligned to your attitude to risk. These will provide you with either growth or income, as required. Our portfolios are reviewed monthly by our investment experts and their impressive performance is then communicated to you to keep you updated, along with any ongoing recommendations.
Ensure your loved ones receive as much of your hard earned estate as possible by mitigating any potential inheritance tax liability. Contact us today to arrange a meeting to discuss your personal situation and the options available to you. Inheritance tax (IHT) is a tax payable on the worldwide assets of any UK domiciled individual upon their death.
Reviews (1)
Samantha Manning-Smith
Jun 01, 2012
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