Our story
Our passion is to help people understand their unique financial needs and by cultivating long standing relationships help our clients achieve peace of mind and financial security.
Quality planning with a conscience
We’re here because we love changing people’s lives. As independent financial planners, we work with you to bring your finances to life through the power of cashflow planning. It’s a pleasure and a privilege to be part of your journey, celebrating every milestone achieved together.
The Family Wealth Partnership was established in 2024, and we have over 25 years combined experience of helping deliver great service and results to many different clients including doctors, business leaders and lottery winners and helping them to plan for their future.
We are based in the glorious Herefordshire countryside but have many clients in Oxford, London and beyond.
The team who will shape your journey
Henry Elliston
Chartered Financial Planner
Having worked in the financial services profession for more than 15 years, Henry helps people to achieve their financial goals.
Simon White
Paraplanner & Client Relationship Manager
Simon deals with any client queries, liaises with providers and collates information for analysis and plan construction.
Mary Elliston
Office Manager & Marketing
Mary keeps the business organised and running smoothly, and is a general sounding board for the rest of the team.
Why invest in your future with us?
The Family Wealth Partnership team is deliberately small, so every single client gets the benefit of our combined expertise and perspectives. With a focus on cashflow planning rather than products, we’re confident that our unique approach truly stands out from the rest.
Why choose us?Let’s start a conversation about your future ambitions
There’s never been a better time to begin planning your financial future. Fill in the form to share more details about who you are and how you’d like us to help you.
