Henry Allen — Financial Advisor 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
- Planning for Business Owners
Qualifications
Henry holds the CISI Level 4 Investment Advice Diploma in Financial Planning & Advice and the CISI Level 4 Certificate in Paraplanning. He is based in Leicester and works as part of Mattioli Woods, one of the UK’s leading providers of wealth management and employee benefits services.
Fees
Mattioli Woods offers transparent, advice-led pricing, with fees agreed upfront based on the complexity of the client’s needs and the services required. Charges may be structured as a fixed fee, hourly/time-costed work, or as a percentage of assets under advice or management. Additional product, investment, pension administration or platform charges may also apply depending on the solutions used.
Regulation
Henry Allen is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Henry Allen a regulated financial advisor?
Yes. Henry Allen is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Henry Allen offer?
Henry Allen offers Retirement planning, IHT planning, Mortgages, Insurance.
Where is Henry Allen based?
Henry Allen is a financial advisor based in Midlands, serving the B, CV, DY, HR, ST, TF, WR, WS postal areas.
How does Henry Allen charge for financial advice?
Mattioli Woods offers transparent, advice-led pricing, with fees agreed upfront based on the complexity of the client’s needs and the services required. Charges may be structured as a fixed fee, hourly/time-costed work, or as a percentage of assets under advice or management. Additional product, investment, pension administration or platform charges may also apply depending on the solutions used.
What qualifications does Henry Allen hold?
Henry holds the CISI Level 4 Investment Advice Diploma in Financial Planning & Advice and the CISI Level 4 Certificate in Paraplanning. He is based in Leicester and works as part of Mattioli Woods, one of the UK’s leading providers of wealth management and employee benefits services.
How do I book a meeting with Henry Allen?
You can book a free initial consultation with Henry Allen directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.