Henry McPherson DipPFS
Pioneer · DISC type isdHenry is an FCA-approved Personal Wealth Adviser at Lloyds Wealth, specializing in holistic financial planning for mass-affluent and high-net-worth clients. He focuses on building long-term relationships and handling complex cases, particularly for those needing confidence rebuilt after poor advice. He holds a BSc from Oxford Brookes University.
Outside of work, Henry is deeply involved in philanthropy and adventure. He actively fundraises for various causes, including environmental conservation, childrens hospitals, and supporting the elderly. His charitable work has taken him from local communities to speaking about financial literacy with womens groups in rural Uganda.
He is participating in the Monkey Run Mongolia, a charity motorbiking adventure, to raise funds for Cool Earth.
Read the full overview →How Henry shows up
They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product
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DISC profile (public)
Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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