Henwood Court Financial Planning Ltd - Sutton Coldfield

Steve C.

We have been with Henwood Court since 2019 and have been delighted with the professional service provided by them. At the outset they spent time getting to understand our aims and preferences and built a plan accordingly. We grew nervous through the turbulence of Covid but they were a steadying hand throughout that time. We have just had a review meeting that was well researched, by Jason and Lee, and hit all the matters of importance to us. We would have no hesitation in recommending the team at Henwood Court.

Karen V.

We were recommended to Henwood Court by family members, and we first consulted them 3 years ago.

They took time to get to know us, and wanted to understand our circumstances, lifestyle and what is important to us in our future, in order to help us to be able to realise our aims.

They are very approachable and friendly, and we have found them to be very prompt to respond to any queries we have raised along the way. We were very soon made to feel valued clients.

Within a relatively short period of time, we have been impressed with their advice, knowledge and professionalism.

Sim S.

We just started working with Stephen Heselgrave and Nick Platt for some much needed financial planning. The whole team are thoroughly professional, take time to really understand your personal circumstances and provide solid advice in your best interests. The hospitality is the best we've received from any professional services business. The highlights for me were:
- Complete trust in their judgement
- Unbiased advice
- Deep understanding of our family circumstances and helped us to prioritise what is important
-We were treated just as importantly as their top clients
-Making you feel relaxed

We highly recommend the Henwood Court Team.

Julia E.

Over the last 20 years, we have been extremely well supported by the team at Henwood Court to achieve our life goals and financial peace of mind.
The team works hard to get to know their clients, and as a result, they provide a very personalised service.
We have always found that the advice they offer has been promptly given, professional and balanced, and they are available at any time.
We have great confidence in them.

Will P.

Henwood Court have provided my wife and I with invaluable support and advice for a number of years now. Jason is a hugely trusted (and well liked!) advisor, with excellent support provided by Laura.

Jason has guided us through a number of major life decisions, always conducting a detailed assessment of our situation and then providing thoughtful and comprehensive advice. We have full confidence in his expertise and that of Henwood Court, as well as their judgement in bringing in third party support, for example an introduction to a mortgage broker. The financial tools and platforms that Henwood Court use are also excellent.

Aside from the clear financial expertise, the manner in which it is provided is remarkable. The customer service from Henwood Court, but in particular Jason, is very much people-first. Taking enormous effort to understand our personal situation and that of our family, and using this as the context for the financial advice given. Jason's supportive, personable and patient style has been transformative in helping us navigate the advice given.

In short, Henwood Court provide an impressively competent and wonderfully supportive service to us, and we wholeheartedly recommend them.

Andrew T.

I first met Nick Platt in 2007 when closing a factory in Birmingham, engaging him to provide advice to all levels of employees regarding using their redundancy payments wisely. I was so impressed that I decided to invest my own payoff through Henwood Court.

The attractions were :

* Total transparency
* Straightforward communication
* Focus on what I wanted money for and when.
* Stress-testing my attitude to risk
* Use of a diversified range of big-name Fund Managers.

Since then , customer service has been simple ( you can talk to the right real person without pressing buttons) and always helpful. As well as having techno-means of tracking fund performance, you can still ring up and ask for a cash balance .

Regular reviews ensure our investment choices are challenged and still appropriate to our needs and to our risk tolerance.

Withdrawals are simple, as are new investments.

Nick has built a strong professional team who share his values and client focus.

Most importantly , although we are modest investors and at that point in life where we are disinvesting periodically, we are still treated as important clients.

Keith P.

Henwood Court have been providing sound financial advice and guidance to our family for the last few years, on my brother's recommendation. They certainly make you think about your future in detail and help to ensure that financial concerns will not be a worry in your later years.

Claire W.

We have worked with Henwood Court for over 10 years and the service provided from the whole team during this time has been exemplary.
The early planning sessions gave us the confidence in our short, medium and long term financial plans which we are now seeing coming to fruition.
They have also supported us with 3rd party legal advice ensuring we have a comprehensive, end to end strategy for both when we are still here and when we are gone!
We come away from every session with the team describing it as "cathartic" and with peace of mind that our best interests are being looked after.
Nick, Helen and Yvonne (along with all the back office team who quietly get on with their analysis etc.) have become trusted confidantes. Without their professional support and guidance, we would not have taken to step to retire when we did, being fearful of "spending" our pot having worked hard for it all our lives.
We now regularly have "pinch me" moments as we are so happy and fulfilled, quietly whittling away our buckets having a wonderful time working through our to do lists in the knowledge that we can achieve our goals financially.
A lot of our friends prefer to do their own financial planning citing the fees payable to advisors. However, we feel that the advice and support from Henwood Court is priceless and are so pleased we took the decision to use them many years ago.
We wholeheartedly recommend Henwood Court and trust the team implicitly.