Real Wealth Partners is delighted to welcome Ian Henry to its growing community as a Financial Planner, expanding access to personal financial advice for more clients across Lancashire and Cumbria who prefer to meet their adviser in person.

Ian joins from Hargreaves Lansdown, where he spent years advising clients across a wide range of circumstances and goals. He brings with him valuable experience in supporting clients with their long-term financial planning. His move strengthens Real Wealth’s presence across the North West and reflects our continued belief that financial advice should feel personal, thoughtful and centred on what matters most to each client.

Financial advice built around real lives

At Real Wealth Partners, we believe good financial planning starts with understanding people properly.

It is not just about pensions, investments or tax planning in isolation. It is about helping clients make sense of their choices, feel more confident about the future and build a plan that reflects the life they want to live.

As the advice market continues to change, many clients still value having a trusted Financial Planner they can meet face to face — someone who takes the time to listen, understand their circumstances and build a long-term relationship.

Ian’s arrival means Real Wealth Partners can offer that personal approach to more clients across Lancashire and Cumbria.

Supporting clients, business owners, entrepreneurs and landowners

Ian will work with individuals, families, business owners, entrepreneurs and landowners across the region.

For many clients, financial planning often involves a number of connected decisions: working to financial freedom, passing wealth on, planning around a business or estate, protecting family wealth, or simply making sure they have a clear plan for the years ahead.

Ian’s role will be to help clients bring those pieces together, providing advice that is practical, personal and focused on their wider goals.

Blending technology with personal financial planning

Real Wealth Partners combines modern technology and digital best practice with the personal relationships that sit at the heart of great financial planning.

For Ian, that blend was a key part of the decision to join the Real Wealth Partners community.

Ian said:

“What attracted me to Real Wealth Partners was the way the business uses technology and digital best practice to support what I believe is the most important part of being a Financial Planner: spending time with clients, understanding what matters to them, and helping them make confident decisions about their future.

“Across Lancashire and Cumbria, there are many business owners, entrepreneurs, landowners and families who value a personal relationship with an adviser who understands their circumstances and the region they live and work in.

“For me, great financial planning starts with listening. The support and systems within Real Wealth Partners mean I can focus more of my time where it should be — with clients, building the long-term relationships that make a real difference.”

Expanding Real Wealth’s reach across Lancashire and Cumbria

Ian’s appointment forms part of Real Wealth Partners’ wider plans to grow its community of experienced advisers who want to combine personal service, modern technology and a genuine focus on client outcomes.

With Ian joining the business, clients across Lancashire and Cumbria will have greater access to financial planning advice covering retirement planning, pensions, investments, protection, estate planning, succession planning and wider financial wellbeing.