- contact@danielhensonifa.co.uk
- 07577488170
Honest, tailored financial guidance to help you plan, grow, and protect your future.
Daniel Henson is a qualified and regulated Independent Financial Adviser based in Torquay on the English Riviera. He offers impartial, personalised advice to individuals, families, and business owners, helping them make confident, informed decisions about their financial future with clarity and confidence.
Personalised financial plans built around what matters most to you. Each one is designed to grow with you, offering clarity and confidence through every stage of life.
Tailored investment strategies that reflect your objectives and attitude to risk. Built on experience, with a focus on diversification and tax efficiency.
Gain clarity over your retirement options and confidence in your future lifestyle. A thorough review of your pensions and income needs can help ensure your plans grow efficiently to support the retirement income you desire.
Protect loved ones and secure your legacy with a clear, practical approach. From lifetime gifting to Trusts and life cover, each step aims to mitigate Inheritance Tax while balancing generosity with longer-term sustainability.
Help shield your income and your family from unexpected life events. Putting the right protection in place offers reassurance when it matters most.
Smart tax planning can support your longer-term financial objectives. By exploring available allowances and income structures, you may be able to reduce your exposure to tax, helping preserve more of your income and capital over time.
Cashflow modelling brings your financial journey into focus. Projected income, spending and assets are tested against scenarios such as premature death or incapacity, helping to keep you on course.
Key individuals are central to the success of any business. The right protection can help safeguard against the financial impact of losing them, while tax efficient profit extraction strategies can support your wider personal goals.
Your financial plan will be based on a clear understanding of your personal circumstances and financial objectives, creating a personalised approach that supports your present needs and future ambitions.
Flexible consultation options, including virtual, phone, or in-person, are offered to fit your schedule and make the process easy and accessible.
Daniel brings a wealth of experience from his time in technical financial planning roles within chartered firms and accountancy practices, which enables him to provide dependable, expert advice you can trust.
A comprehensive range of services are offered including Pension Planning, Savings and Investments, Financial Protection, Estate Planning and Cashflow Forecasting. Each solution is carefully tailored to your individual circumstances, addressing all aspects of your financial planning.
Ongoing support and annual reviews ensure your financial plan remains aligned with life’s changes, helping you stay on track at every stage.
Transparent communication and ethical conduct form the foundation of trusted advice, ensuring every decision is made with your best interests in mind.
