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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
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Recognition

A perpetual problem as an expat is financial /investment advisers calling to pitch their services, but frequently lacking any real advantage to you as a prospective client. Sean at W1 is in a very different class. From the outset with our initial conversation, he was highly focused... Read Full Quote

John Trew

16/09/2020

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Sean has assisted me with looking at my legacy pension benefits and helping me assess how recent changes may affect my future decisions in a clear and concise way. I have found him to be very knowledgable and transparent throughout the process and would recommend him to anybody... Read Full Quote

James Quinlan

09/08/2018

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Whilst working in the Middle East, Sean has helped me get on track to meet my financial goals. He was most helpful in helping me to realise the value in restructuring the various pension schemes that I've set-up over the last twenty years. He is a congenial guy, and brings a clear... Read Full Quote

Andrew Thorp

17/01/2018

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