Sean Fitz-Henley, DipPFS, BSc Hons.

Private Client Adviser

Sean started his career over a decade ago, working in the principal practice of an FTSE 100 wealth management company.

He was then headhunted internationally to work closely with HNW individuals in building holistic cross-border financial plans.

Sean’s RDR-compliant qualifications with the prestigious Chartered Insurance Institute & experience put him in a position to give truly bespoke advice to his clients.

Sean aims to create a highly specialised & trusted service for his clients ensuring financial solutions are delivered with the highest level of experience, professionalism & integrity.

Areas of Expertise

Pension Analysis, Advice, and Management

Retirement Planning

Inheritance Tax Planning

Tax Planning

Wealth Management

Insurance & Family Protection

High Net Worth & Ultra High Net Worth

Private Client Wealth and Estate Planning

Cashflow Forecasting & Modelling

Qualifications & Awards

CII Level 4 Diploma in Regulated Financial Planning

BSc (Hons) Banking & Finance

R01 Financial Services, Regulation & Ethics

R02 Investment Principles and Risk

R03 Personal Taxation

R04 Pensions and Retirement Planning

R05 Financial Protection

R06 Financial Planning Practice

Regions Covered

  • Middle East