Welcome to Henosis Wealth Management
What does 'Henosis' mean?
The classical Greek word for mystical "oneness", "union" or "unity"
What it means for you is a Financial Plan tailored for you and your family, designed by us.
What it means for us is
Working Together
to achieve your goals
That's where the 'oneness, union and unity' fits into how we work with you
What we help you with
We help people grow, protect, and pass on their wealth.
That might mean:
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Building a financial plan
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Investing tax efficiently
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Investing ethically
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Retirement planning
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Protecting the family, business or both
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Or just getting a clearer view of the future.
Henosis Wealth Management is a financial planning firm that helps business owners, families, and professionals make smart decisions with their money. We bring clarity and confidence to complex situations. Our work is grounded in technical skill, long-term thinking, and human connection. Clients come to us when they want thoughtful advice.
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested
Core service areas include:
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Financial planning for families and individuals
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Business owner advice including succession and tax planning
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Long-term retirement and protection strategies
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Investment advice tailored to values and life stage
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Wealth transfer and legacy planning
Your Journey
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The Financial Planning Journey starts with the Discovery Meeting. The chance for us to discover how we can give you control of, and confidence in, your financial future
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We will work together to design a Financial Plan that gives you the best opportunity to achieve your goals
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Utilising our expertise, Henosis will build the plan that gives you clarity in your future
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Once agreed, we will start to implement that plan. It may be something that is implemented over many years of working together
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As part of the ongoing service we provide, we will meet every year to review 'The Plan'
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And because life has a habit of throwing us a curveball or two, we will adapt and adjust the plan throughout our journey together, not just when we meet
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It's no co-incidence the Henosis logo reflects this journey
Meet the Team
Working Together with you
Here are the lovely people you will work with
Contact Us
Address
Henosis Wealth Management
St John's Innovation Centre
20 Cowley Road
Cambridge
CB4 0WS
Contact
Tel: 07789 541050
Opening Hours
Mon - Fri
9:00 am – 5:00 pm
