Hena is highly skilled at dealing with high-net-worth entrepreneurs with complex financial needs, providing bespoke advice throughout their business journeys.
Her clients often need further support from solicitors and accountants and Hena is adept at recognising which specific additional assistance is required, providing guidance and facilitating introductions. This has earned her the well-deserved reputation of being the go-to person for clients with complex needs.
Hena has more than two decades of experience of financial planning, building up considerable expertise. After a period working in banking, she joined RBC Brewin Dolphin in 2016. Based in our Manchester office, she is a Chartered Financial Planner and a Chartered Fellow of the Chartered Insurance Institute.