Verified recordFinancial Services

Olivia Henny

Financial Planner at Fealty Wealth Management

Based in Newcastle upon Tyne, United Kingdom

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Seniority

Manager

Department

Finance & Accounting

Location

Newcastle upon Tyne

Industry

Financial Services

Company size

1 to 10

Contact information

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Email

1 credit

o•••••••@fealtywm.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Olivia Henny

I create tailored financial strategies to help maximise wealth and protect financial futures. I work with professionals, business owners and families to offer practical solutions to solve financial concerns and create adaptable financial plans. Based in Newcastle upon Tyne, I provide a source of trusted advice as financial needs evolve over the years. First meetings are without obligation. Together we will evaluate your finances, discuss your objectives, and identify risks to create a structured financial plan. For more details please contact fealty@sjpp.co.uk or visit My financial solutions include: Retirement & pension planning for individuals and businesses Business protection, employee benefits & aspects of exit planning Savings & investment planning for individuals & businesses Income protection, life cover & asset protection for individuals & families Private Medical insurance Trust & estate planning Later life care planning I specialise in working with businesses in the increasingly complex area of corporate finance. I have a detailed understanding of the key challenges facing business owners and know how to address them, as well as identifying opportunities that are sometimes overlooked. I take a long-term approach to client relationships, providing ongoing advice for you, your family and your business as your needs evolve. I know your time is limited and will create a strategy that eases your concerns and strengthens your financial future. I also provide financial planning services for high-net worth families. To discover more please visit: For more details please visit or contact me directly fealty@sjpp.co.uk Trusts are not regulated by the Financial Conduct Authority. Fealty Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

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