Henry McPherson DipPFS
Login to view DISC.Henry 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.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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