Elaine Henshaw - Chartered Financial Planner

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

With over 20 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise.

As a Partner with True Potential Wealth Management, I can advise you on: savings & investments; protection and insurance and retirement planning.   I can also assist in tax planning and trust and estate planning.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. And, through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way. At True Potential Wealth Management, we put your financial future in your hands. You can view all your investments and track how they are performing against your goals 24/7, on your own personal website.

I have a wealth of experience in finance, having worked in retail banking for over 27 years.

I pride myself on building long-lasting relationships with my clients, offering peace of mind as they know I have their best interests at heart, and I offer high levels of ongoing service. My goal is to provide my clients with a source of trusted advice for all their financial planning needs, and to build long term relationships with my clients, to effectively support their achievement of financial goals.

With access to products from the whole of the market, you can expect a financial plan that’s truly unique to you.

Please get in touch for a professional, friendly, jargon-free financial health-check. The first meeting is without obligation.

Areas Served

  • Midlands
  • East Wales

Elaine Henshaw - Financial Adviser

Elaine Henshaw - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

With over 20 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise.

As a Partner with True Potential Wealth Management, I can advise you on: savings & investments; protection and insurance and retirement planning.   I can also assist in tax planning and trust and estate planning.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. And, through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way. At True Potential Wealth Management, we put your financial future in your hands. You can view all your investments and track how they are performing against your goals 24/7, on your own personal website.

I have a wealth of experience in finance, having worked in retail banking for over 27 years.

I pride myself on building long-lasting relationships with my clients, offering peace of mind as they know I have their best interests at heart, and I offer high levels of ongoing service. My goal is to provide my clients with a source of trusted advice for all their financial planning needs, and to build long term relationships with my clients, to effectively support their achievement of financial goals.

With access to products from the whole of the market, you can expect a financial plan that’s truly unique to you.

Please get in touch for a professional, friendly, jargon-free financial health-check. The first meeting is without obligation.

Areas Served

  • Midlands
  • East Wales

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Elaine Henshaw - Financial Adviser

"Elaine is extremely friendly and immediately puts you at ease. Everything is explained in full detail and all questions answered in plain English. I have never had a pension and have needed to set one up for years, and I feel more than confident that Elaine has chosen the right investment path for my pension. She has also sorted out a better pension for my husband, and he finally has life insurance at a cover that is required, for a price that is affordable (something we have tried to set up ourselves and through other financial advisers in the past with no success). I cannot rate Elaine highly enough and will not hesitate in using her services and advice for all our future finances."

My clients say...

Elaine Henshaw - Financial Adviser

"Elaine is very calm and explains everything very clearly in plain English. Nothing was too much trouble and all aspects were explored and clearly gone through with no rush, hard sell or hurry, just very sensible and mindful advice. We were kept fully informed in a manner of our choosing at all times - updates and keeping in touch are very important. She is very friendly and diligent and we would HIGHLY recommend her for various aspects of financial advice."

My clients say...

Elaine Henshaw - Financial Adviser

"Elaine is a highly specialised professional delivering in-depth and complex financial advice that is personalised to your own needs, that is communicated in plain English. She is passionate about meeting the needs of her client, where she is open to researching new and innovative areas of market investments. Elaine is friendly and approachable, with a high moral integrity that provides added assurance when creating a new investment portfolio."

Looking to Improve Your Financial Know-How?

Sign up for the True Potential Centre for Public Understanding of Finance free online courses today.

Sign up Now