Henrietta Grimston

Chartered Financial Planner, Partner

Henrietta works closely with individuals and families to define their goals and create a robust financial plan that aligns with their future aspirations. Her clients range from those building their wealth to those managing their savings in retirement. She also regularly works with attorneys and trustees.

Using cash flow modelling, Henrietta helps clients visualise their financial future before providing tailored advice on pensions, ISAs, and other savings, as well as assessing their protection needs. Henrietta ensures plans are tax efficient, making full use of available allowances, and ensuring underlying investments remain suitable for their needs.

Passionate about empowering clients, Henrietta simplifies complex financial matters, making wealth management accessible and understandable. She specialises in later life planning, covering retirement, inheritance tax strategies, and care planning.

Henrietta is a Chartered Financial Planner, Chartered Wealth Manager, and Fellow of both the Personal Finance Society (PFS) and the Chartered Institute for Securities and Investments (CISI). She is also an Accredited Adviser with the Society of Later Life Advisers (SOLLA), a not-for-profit organisation that connects families with an adviser experienced in supporting older clients through important financial decisions.