Sam is a Chartered Financial Planner (CII) with more than 40 years in financial services and heads up Henderson Stone Asset Management. His roles range from advising private and corporate clients to training and developing advisers. Since ‘pension freedoms’ Sam has specialised in advising clients on planning for their retirement or reducing the number of hours they wish to work, with special emphasis on final salary transfer advice. This often blends into his other major area of focus which is IHT planning across generations for both business owners and private clients in Scotland, England, Wales and Northern Ireland.
Henderson Stone Asset Management was set up to ensure an ever improving client offering and Sam is focused on growing the firm both organically and by the acquisition of other businesses. Sam is also founder and Director of Henderson Stone & Co Ltd.
Fellow of the Personal Finance Society
Advanced Diploma in Financial Planning
Chartered Financial Planner (Chartered Insurance Institute)
Occupational Pension Transfer Specialist (AF3)
Statement of Professional Standing (obligatory for giving pension and investment advice)
B.Sc, Maths/Economics, Edinburgh University
Bill is a Chartered Financial Planner (CII) and Fellow of the Personal Finance Society. He has over 30 years’ experience in the financial services industry helping clients to manage their wealth and make the right decisions regarding their financial future.
Bill specialises in final salary pension transfers as well as full retirement planning advice (particularly at or near retirement) where the focus is on preserving wealth, inheritance tax (IHT) planning, trustee advice, investments and long term care planning. His clients include high-net worth individuals, lottery winners, small business owners and entrepreneurs.
David is one of our experienced financial advisers working with Henderson Stone Asset Management. He offers financial planning advice on most aspects of pensions and investments.**
Brian is one of our experienced financial advisers working with Henderson Stone Asset Management. He offers financial planning advice on most aspects of pensions and investments.**
*Any work you ask us to carry out as a result of this meeting will be fee based
** Brian and David do not personally advise on pension transfers
The Financial Conduct Authority do not regulate inheritance tax planning.