Henry McPherson

Henry is a Chartered Financial Planner at First Wealth, where he helps individuals, families and business owners use their wealth as a tool to achieve the life they want.

Having worked in financial services for almost a decade, Henry has built extensive experience across banking, investments and financial planning. Throughout his career, he has developed a particular interest in helping clients make informed decisions around retirement, tax-efficient investing and long-term financial independence.

Henry’s journey into financial planning began at a young age after being introduced to a family member’s financial adviser. Fascinated by the impact good advice could have on people’s lives, he was inspired to pursue the profession. Driven by a desire to help people achieve their ambitions and live life on their own terms, he went on to earn his Chartered Financial Planner designation with the Chartered Insurance Institute.

What attracted Henry to First Wealth was the firm’s belief that wealth should be measured by wellbeing. He believes financial planning is about far more than investments and products. At its best, it provides clarity, confidence and the freedom to focus on what matters most.

Henry particularly enjoys conversations around retirement planning. One of the most rewarding aspects of his role is helping clients answer the question, “Do I have enough?”, and giving them the confidence to move into the next stage of life with greater certainty and purpose.

Outside of work, Henry enjoys travelling and has been fortunate enough to explore many parts of the world. A keen skier and adventurer, he’s undertaken motorcycle journeys through destinations including Mongolia, Vietnam and Morocco. He also enjoys comedy and has even performed amateur improvisational comedy. Closer to home, he volunteers in his local community, including becoming Father Christmas each year to visit residents at a retirement village.