“Now retired and in need of an injection of cash to do home improvements, my husband and I decided to apply, after being highly recommended, to Henderson Stone Asset Management to discuss Equity Release. Initially we had no experience of dealing with any financial advisers but now felt it was time to get some financial advice from a trust worthy company. Henderson Stone Asset Management were extremely professional, caring and patient and explained all we needed to know, giving us the advice and help that we needed without any pressure. Everything was explained in detail and they were always available to answer any extra questions or help if needed.”

Mr & Mrs O, East Sussex

“Over the last 6 months I have been supported by Henderson Stone Asset Management to transfer from my defined benefit pension to a private pension. As this is a significant change I have been grateful for the time they have taken to really understand my motivations for the change and to make sure that I fully understood the pros and cons to a level of detail that allowed me to make an informed decision. The transparency of what would happen and the clarity around costs and what you were getting for your money was a refreshing change from some of the other firms I had approached prior to selecting HSAM.

I have been very happy with the support and advice I have received from David and Sam, the time they took to understand my plans, the diligence they undertook in defining my requirements, the clarity in feeding back what that would mean in my retirement, made it clear what both the positives and negatives could be and hence allowed me to make an informed decision specific to my circumstances. In the end I feel I have got a bespoke tailored solution to my personal needs, ambitions and circumstances, where some other firms I met wanted my pension transfer to fit their ‘off the peg’ solutions, not my needs.”

Mr I McC, Stirling

I work in the higher education sector and earlier this year I decided to take up a flexible working opportunity, and at the same time to consider disinvesting my pension from the company schemes that I had been in for 32 years and to consider other investment products in order to provide an income for the future. I decided to look for the most reputable financial adviser that I could find and was advised by a colleague to try Henderson Stone. I’m delighted to say that their service has been exemplary on every level, and my rather complicated pension situation has been resolved with the utmost expertise and professionalism on their part. I could not be more satisfied with the outstanding service that I have received from Sam Henderson and his team and I look forward to a long-term working relationship with them.”

M. P. Cartmell, Glasgow

“We wanted ideas on Inheritance Tax and Sam Henderson was very helpful in going through the options. We finally went with equity release which allowed us to free up some money for the children without diluting our cash position and free of tax transfers. HSAM were very efficient in identifying the most suitable company to deal with and in obtaining the very lowest interest rates. Clear and concise advice and all worked out as they said it would. Sam also helped park cash until Christmas in a range of bank accounts with higher interest than the norm. All went like clockwork. Thanks so much.”

Mr A.P., Hampshire

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