- contact@danielhensonifa.co.uk
- 07577488170
Daniel takes the time to understand what matters most to you, then creates a clear, personalised financial plan that adapts as your life evolves. Whether you are building wealth, looking to protecting it, or planning to pass it on, every step is designed to support your objectives and give you confidence in your financial future.
Whether you are just starting out or an experienced investor, Daniel will take the time to understand your attitude and tolerance to investment risk, then build a tax-efficient, diversified strategy backed by evidence and experience. Every recommendation is based on clear, independent advice tailored to your unique personal and financial circumstances, designed to evolve with you as life changes.
Planning for retirement is about creating the life you want after work and having the confidence that you can afford it. Daniel will work with you to assess how much you will need, then carry out a comprehensive review of your existing pensions and retirement provisions. Where appropriate, he can help consolidate older plans, reduce unnecessary fees, and recommend a drawdown or annuity strategy that suits your needs. He offers tailored advice to optimise your retirement income, minimise tax, and ensure your plan remains flexible as life evolves. Whether retirement is years away or just around the corner, Daniel will help you approach it with clarity and confidence.
Leaving a legacy is about more than passing on wealth, it is about safeguarding your family's future, protecting your loved ones, and ensuring your wishes are respected. Daniel can help you navigate the complexities of Estate Planning, from lifetime gifting to Trusts and life cover. Together, you will create a plan that balances generosity with practicality and tax efficiency, helping you enjoy your wealth today while securing peace of mind for tomorrow.
Financial protection is about safeguarding your income, your family, and your future against life's unexpected events. Daniel can help you put the right cover in place to provide financial security for you and your loved ones, whatever happens.
Effective tax planning plays a vital role in building and preserving wealth. Daniel will help you identify tax planning opportunities which will help you retain more of your income and capital over time.
To achieve your financial goals, it is important to ensure they are both realistic and attainable. Through detailed cashflow modelling, Daniel can assess your financial trajectory and identify any gaps or potential vulnerabilities in your plan. By projecting your income, expenses, assets, and liabilities, he can test various scenarios, pinpoint areas that may require more attention, and make informed adjustments to help keep you on course. Whether you are planning for retirement, a significant life change, or simply seeking greater financial clarity, this proactive approach allows you to address potential challenges before they arise and stay aligned with your objectives over time.
In any business, its key individuals and shareholders are vital to long-term success. Daniel will help you ensure your business remains resilient, regardless of what life brings. He can also provide advice on tax-efficient profit extraction strategies that align with your broader personal goals.
The process begins with a complimentary, no-obligation consultation designed to give a clear picture of where you are now and where you would like to be financially. This introductory meeting can be arranged at your convenience, whether online, over the phone, at your home, or another preferred location. During the discussion, Daniel will:
Review your income, outgoings, and any existing financial arrangements to build a full picture of your current financial position.
Define specific, realistic objectives that reflect your personal goals and timeframes.
Ascertain your understanding of financial markets and investments, and assess your attitude to risk.
Discuss how our services can help you work towards achieving your objectives.
You can easily book this initial meeting using the contact page or the booking tool below.
Following the initial meeting, Daniel will take the time to carefully assess both your personal and financial circumstances, conducting independent research across the whole market to identify the most appropriate strategies and solutions to help you achieve your goals.
His recommendations will be outlined in a detailed suitability report, tailored specifically to your objectives. Once complete, a presentation meeting will be arranged to walk through the proposed plan together. During this meeting, Daniel will:
Explore tax-efficient strategies that support the long-term success of your plan.
Present a cashflow projection, where appropriate, to show how your goals could be met in a structured and sustainable way.
Provide a clear, transparent breakdown of any associated costs, so you know exactly what is involved.
Address any questions or uncertainties, ensuring you feel confident and informed about the next steps.
Should you choose to proceed, Daniel will manage the processing, implementation and administration on your behalf whilst also overseeing the entire process until completion.
As life changes, so too will your financial needs and objectives, which is why your financial strategy requires regular oversight to stay aligned with your circumstances. Daniel provides ongoing support to help ensure your plan remains on track. This includes:
Continuous monitoring of your financial arrangements and investments to ensure they remain appropriate and suitable.
Regular communication to keep you informed and supported of updates on any legislative changes that may impact your plans.
An annual review meeting to revisit your goals, assess progress, and make any necessary adjustments.
Your annual review serves to ensure that your strategy remains on track, suitable and tax-efficient, whilst remaining focused on adapting to life’s changes, so you are always working towards achieving your longer-term objectives with clarity and confidence.
