Judson Henry

Background

About Judson Henry

Chartered Financial Adviser | Pensions, DB Transfers & Wealth PlanningI am a Chartered Financial Adviser with over 15 years’ experience, providing regulated financial advice since 2009 across both bancassurance and independent advice environments.I currently advise clients at Origen Financial Services, delivering clear, compliant, and client-focused solutions across complex financial planning needs. My expertise includes: • Pensions & retirement planning, including phased retirement strategies • Defined benefit pension transfers, with a strong focus on suitability and risk • Inheritance tax planning, trusts, and estate preservation • Investment planning for long-term growth and income • AIM portfolios and Business Relief strategies for IHT mitigationI work closely with individuals, families, and professionals to help them make confident, informed decisions—particularly where the technical detail matters most. My approach combines technical rigour, practical advice, and long-term client relationships. Always open to professional connections and meaningful conversations around retirement, tax planning, and wealth strategy.