Creating your tomorrow
Chartered financial planning creating exceptional futures
about us
Great financial planning which changes people’s lives
We are a multi-award winning, lifestyle-based Chartered financial planning and wealth management boutique. Whether you’re an entrepreneur selling your business, a business owner growing your business, a senior executive or a partner in a professional firm accumulating wealth and/or thinking about retirement, or have already retired and seeking expert support for you and your family, the most important thing is we have the knowledge and experience to support you with your objectives.
Our clients are attracted to the comprehensiveness and depth of our financial planning, the highly personalised service with access to their own expert team, the rigor of our investment process and the benefits having access to a virtual family office via our trusted network of professionals (legal, accountancy etc.).
Find out morewhat we do
We are devoted to you achieving your financial and life goals
Our expert team will help you understand your objectives and create a financial planning strategy to enable you to live this life through the smart management of your money. We will become your professional friend and deliver you peace of mind.
How we help
We specialise in delivering a premium service to our clients
Successful
business owners
We understand your unique needs and specific challenges when it comes to planning your future.
Those planning
for retirement
Ensuring you achieve and maintain financial freedom for you and your family for the years to come.
Meet our clients
Hear what they have to say


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.
Joe & Jessica Barker


If I was to have planned what I would want from a service, Nick and his team have ticked every box.
Douglas Cave


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.
John & Sarah Glasgow


One of our friends had recommended Henwood and we were immediately impressed.
Andy & Trudy Cooke


I have known Nick over 15 years. He is both very professional and personable at the same time; not at all pushy with his views. The whole team he has gathered around him appear to share the same ethos.
Chris Rinaldi


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.
John Booth


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.
Mark Harris


Some of the questions Nick was asking us were much broader than just looking at finances, he was looking at lifestyle choices.
Ian & Lou Farnworth


We didn’t get here by accident. We had help from Henwood. We feel incredibly lucky and fortunate to have this time.
Dominic & Jane Facci


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.
Andrew & Diane Messenger


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.
Dick Elsy


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.
Malcolm & Cynthia Pollard


I felt an instantaneous connection with Henwood and the way they operate their business. They have a totally customer-centric and relationship-based approach.
Gaye Morris
Meet our team
Experts who provide top-quality service
Nicholas Platt
About Nicholas
Managing Director & chartered financial planner
Jason ashman
About Jason
Director & Chartered Financial Planner
Victoria Platt
About Victoria
Client Relationship Director
Gaye Morris
About Gaye
Non-Executive Director
Anna Kavanagh
About Anna
Operations Director
Helen Allen
About Helen
Technical Director
Peter Robbins
About Peter
Investment & Technical Manager
Steven Read
About Steven
Chartered Financial Planner
Declan Kirby
About Declan
Chartered Financial Planner
Paul Bradley
About Paul
Financial Planner
Matt Taylor
About Matt
Financial Planner
Lynette Coffey
About Lynette
Culture & Training Manager
Katherine Woolley
About Katherine
Technical Assistant
Yvonne Till
About Yvonne
Client Service Associate
James Richards
About James
Financial Planning Assistant
Laura Smith
About Laura
Client Service Specialist
Lenea Appleby
About Lenea
Client Service Specialist
Peter Roberts
About Peter
Financial Planning Assistant
Carmen Riches
About Carmen
Financial Planning Assistant
Stephen Heslegrave
About Stephen
Financial Planning Assistant
Lisa Pietrzak
About Lisa
Client Service Specialist
Elliot Newton
About Elliot
Trainee Technical Assistant
John Wright
About John
Compliance Consultant
Our awards

winner
New Model Adviser Top 100
Citywire New Model Adviser Top 100 2021

top 100
Best Retirement Advice Firm
Money Marketing Awards 2021

HIGHLY COMMENDED
Retirement Adviser of the Year
Investment Life & Pensions Moneyfacts Awards 2021

WINNER
Best Retirement Adviser
Money Marketing Awards 2020

WINNER
Retirement Adviser of the Year
Investment Life & Pensions Moneyfacts Awards 2020

FINALIST
Retirement and Later Life Specialist of the Year 2020
Personal Finance Society Awards

WINNER
New Model Adviser Top 100
Citywire New Model Adviser Top 100 2020

WINNER
New Model Adviser Top 100
Citywire New Model Adviser Top 100 2019

WINNER
Retirement Adviser of the Year
Investment Life & Pensions Moneyfacts Awards 2019

HIGHLY COMMENDED
Retirement Adviser of the Year
Money Marketing Awards 2019

winner
New Model Adviser Top 100
Citywire New Model Adviser Top 100 2018
newsletter
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3/08/2022