Henrietta Oxlade Email & Phone Number

Henrietta has been an adviser since March 1988. During her years as an adviser she has gained vast experience with both private and corporate clients. She has a broad range of clients including many with backgrounds in TV, music and the arts. Henrietta became an adviser because she enjoys looking after individual clients on a one-to-one basis – not just because she saw it as a career opportunity. Her success has come from enjoying what she does and the quality of the service that she provides has meant that her clients come from professional connections and personal recommendation only.Henrietta also enjoys corporate client work and has a lot of experience in SME Group Personal Pensions. She is able not just to assist the company but also to provide advice directly to all employees, ensuring that any staff benefits are properly understood and effectively used.Specialties: For individuals: Savings accountsISAsLump sum investmentsRetirement planning and pensionsPost retirement planning and annuitiesLife InsuranceHealth and Medical InsuranceMortgagesFor companies:Group Pension PlansGroup InsuranceKeyman Insurance and Partnership ProtectionRedundancyWe can offfer advisory services to directors and staff as part of their flexible benefits package, or as and when required

Listed skills include Retirement Planning, Pensions, Investments, Income Protection, and 15 others.