Customer — 5 out of 5
I've been really impressed with the service and advice I've received from Henry Allen at Mattioli Woods. I would highly recommend.
Henry Allen — Financial Adviser in Midlands
About Henry Allen
Henry Allen is a Wealth Management Consultant at Mattioli Woods, where he has worked since 2015. Over that time, he has built strong, long-standing relationships with clients and takes genuine pride in helping them achieve their financial goals and feel more confident about the future. Henry’s interest in financial security began at a young age, shaped by an early curiosity about what it means to live comfortably and without financial worry. That perspective continues to influence his approach today. He believes that financial security rarely happens by accident; it comes from understanding what matters most, setting clear objectives and taking practical steps towards them. Before becoming a Wealth Management Consultant, Henry spent several years working across relationship management, investment administration and investment-focused roles. This gave him a detailed understanding of how portfolios are constructed, how platforms operate and how advice is implemented in practice. That experience helps him provide clients with clear, grounded and practical guidance. Henry’s advice begins with listening. He works with clients to understand where they are now, where they want to be in the future and what concerns they may have along the way. His role is to help clients articulate their goals, assess what is achievable and build a plan that supports both their immediate needs and long-term ambitions. He has particular experience supporting clients through important financial decisions, including retirement planning, investment strategy, business exits, inheritance planning and periods of uncertainty. Henry helps clients understand investment risk, make appropriate use of tax-efficient allowances and maintain a balanced approach between accessible cash and long-term investment growth.
Services
- Retirement planning
- IHT planning
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Business & Exit Planning
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
Qualifications
Investment Advice Diploma in Financial Planning & Advice (CISI) Certificate in Paraplanning (CISI)
Regulation
Henry Allen is FCA-verified (firm: Mattioli Woods).
Client Reviews
Frequently Asked Questions
Is Henry Allen an FCA-regulated financial adviser?
Yes. Henry Allen is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Henry Allen offer?
Henry Allen offers Retirement planning, IHT planning, Mortgages, Insurance. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Henry Allen?
Fees vary depending on the service, the complexity of your situation and the assets involved. Henry Allen will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Henry Allen is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Henry Allen?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Henry Allen directly through the contact form.
Does Henry Allen work with clients outside Midlands?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Henry Allen is based in Midlands but you can confirm preferred meeting locations and video options when you book your initial call.