Henry Betts
Level 4 Diploma in Financial Planning
I have worked in Financial Planning my entire working career, covering all backgrounds ranging from first time savers and buyers to multi millionaire equity event businesses and individuals.
I have worked with small family offices and giant multi national planning firms. Given the varied backgrounds and clients with with I've worked I can provide varied and holistic financial planning to suit whatever needs you might have.
About
Welcome to Thames Valley Financial Planning, your one-stop shop for all your financial planning needs.
We believe that everyone deserves to have access to holistic financial planning, regardless of their income or wealth. We also believe that it's important to have a trusted Adviser who can help you navigate the complex world of finance and make informed decisions about your money. Our clients are people and families who are looking to review their existing investments and estate planning needs. We understand that life is constantly changing, and your financial plan should change with it. That's why we offer a comprehensive range of financial planning services, including:
• Investment planning
• Retirement planning
• Education planning
• Estate planning
• Risk management
We work with our clients to develop a personalized financial plan that is tailored to their individual needs and goals. We also provide ongoing support and guidance to help ensure that they are on track towards achieving their financial objectives. We are passionate about helping our clients improve their lives and achieve their financial goals. We believe that everyone deserves to have financial peace of mind, and we are committed to providing our clients with the highest quality financial planning services.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
