Henrietta Grimston

Areas of expertise

Henrietta specialises in:

Estate Planning and Inheritance Tax Planning
Pensions and Retirement Planning
Care Funding and Later Life Planning
Tax Efficient Investing

Experience

Henrietta has been advising private clients since 2007, initially as an investment manager before moving into financial planning. She works with clients across all stages of their financial planning journey, with a particular interest in assisting vulnerable clients and those later in life. She is passionate about helping clients engage with their finances and enjoys breaking down complex matters into clear and easy to understand advice.

Notable client work and achievements

Assisting multiple families through the difficult days and months that follow from the loss of a loved one
Experience of advising families on the Sunday Times Rich List
Commentating on markets and financial affairs on mainstream media outlets including print, TV and radio

Professional qualifications and memberships

Chartered Financial Planner and Associate Member of the Personal Finance Society
Chartered Fellow of the Securities & Investments Institute
Accredited Member of Society of Later life Advisers (SOLLA)