Your journey
Our structured financial planning process is designed to help you live your best life through the smart management of your money.
Your journey
Financialsense® Discovery Programme
We work with people to who we can offer significant value that often goes beyond financial. Our Financialsense® Discovery Programme is where we start the getting-to-know-you process. It’s about understanding you, your family, your hopes and your dreams.
This culminates in a financial plan that addresses your immediate advice needs and designs a strategy to achieve your objectives through the smart management of your money.
Discovery
Meeting
Strategy
Meeting
Implementation
Meeting
Your journey
Understanding your objectives
One of your biggest struggles is having the time, capability and motivation to get to grips with your financial affairs. Our Financialsense® Discovery Programme allows us to get to know you first and thoroughly understand your financial matters and objectives. It will also provide you with some quality timeout within a relaxed, structured and supportive environment where you can consider and discuss life’s big questions, such as:
- What do I want to do with the time I have left on this planet?
- What’s really important to me and what are my priorities?
- How much will this lifestyle cost and how can I ensure that I have enough but not die with too much?
- What do I need to do to ensure my family is financially secure, whatever happens?
- How much can I afford to give to my family and pass on to the next generation?
Your journey
The outcome
We’ll develop a life plan that identifies your values, goals and objectives. We provide a written financial plan detailing the strategy needed to live your best life. Our team will conduct a comprehensive review of your existing investments, pensions, protection, tax and estate planning strategies, considering issues and opportunities.
Your journey
Ongoing support
We’ll be there to improve your financial performance – saving you money and making you money. We work together across all areas, including mitigating tax and multigenerational planning. Using our Portfoliosense® wealth management strategy, we will make recommendations and solutions that align the management of your money with your goals.
Ongoing service
Our Financialsense® service
You will then move to our ongoing Financialsense® service. Together, we will conduct regular reviews to ensure your plan remains on track. From time to time, we will make changes to guarantee that your affairs stay organised, saving you time.
Client stories
Let our clients do the talking
We didn’t get here by accident. We had help from Henwood. We feel incredibly lucky and fortunate to have this time.
If I was to have planned what I would want from a service, Nick and his team have ticked every box.
We can rest assured that the decisions we are making are good ones and that our family and children are going to be looked after.
We’re heading in a much better direction than we’d ever get to with another financial adviser. It’s not too strong to say it has changed our lives.
A business owner should engage with a financial planner at the earliest opportunity so they build up a relationship and have a support network behind them.
Some of the questions Nick was asking us were much broader than just looking at finances, he was looking at lifestyle choices.
Henwood really has helped us to live the life we want. All the staff know us and give us a warm welcome whenever we go there and I trust the whole team for their knowledge.
All the people we deal with make you feel like you’re the only person they deal with. They’re very individual in the way they handle your issues.
I’ve been impressed by the way Nick has chosen to work with a select number of higher value clients, which means the business can deliver a highly personal service.
One of our friends had recommended Henwood and we were immediately impressed.
We always get the impression that the whole team at Henwood have our best interests at heart and are focused on what we want to do, rather than pushing products and services.
I felt an instantaneous connection with Henwood and the way they operate their business. They have a totally customer-centric and relationship-based approach.
