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 more

what 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

Joe & Jessica Barker

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

Douglas Cave

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

Douglas Cave

John & Sarah Glasgow

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

Andy & Trudy Cooke

One of our friends had recommended Henwood and we were immediately impressed.

Andy & Trudy Cooke

Chris Rinaldi

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

John Booth

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

Mark Harris

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

Ian & Lou Farnworth

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

Dominic & Jane Facci

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

Andrew & Diane Messenger

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

Dick Elsy

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

Malcolm & Cynthia Pollard

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

Gaye Morris

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

Caroline Maley
Caroline Maley
January 20, 2022.
Verified
Henwood Court have been our advisors for many years. We have a great relationship with them and feel that they know us so well - not just on a financial footing but also personally. Nick’s ability to make us have those hard conversations is wonderful and much appreciated by both of us. We value their input into our decisions and their support and encouragement to live life to the full is followed! Thank you.
Heidi Birch
Heidi Birch
June 5, 2021.
Verified
My husband and I have been clients of Henwood Court for over a decade. They originally provided advice when I was a director of a successful Private Health Company. They have given us good solid advice through various situations in our life including when my husband was critically ill, when we needed to contemplate using our pension funds to raise money for our business expansion and on both my husbands and my retirement. They are always approachable and responsive to our queries and have been able e to provide us both with peace of mind when reviewing our financial planning for retirement. They not only do the 'number crunching' that is important for our financial well being but they also help us to focus on our aspirations for our future. I would highly recommend them
Carol Jones
Carol Jones
May 4, 2021.
Verified
We were first introduced to Nick through a mutual friend and business associate in the summer of 2009. At the time we were looking for financial advice and based on a number of recommendations we became a client that year. We have always found Nick to be friendly, approachable, professional, competent, diligent and trustworthy. He has instilled all these attributes into the team he has built over the years at Henwood Court. The advice given is a tailored approach built on the foundation of understanding your needs and aspirations. This personal approach always has the clients best interests in mind in any advice given which they make straight forward and easy to understand even for those people with little financial background or expertise. It is often difficult to recommend companies to other people but we have done this over the years with Henwood Court and those friends like us have us remained very happy clients to this day. Thank you Nick and your team for looking after our financial affairs which we know are in very capable hands.
Chris G Reynolds
Chris G Reynolds
April 26, 2021.
Verified
My wife Nancy and I joined the Henwood Court family 12 years ago after my early retirement/redundancy in 2009. During that time they have just always been there for us, going that extra mile to understand our financial needs and wishes and putting plans in place to help us reach our goals, flexing these as needs be along the way. More than that though, they support us emotionally, whether that be through change of circumstance for ourselves or close family, or through the ups and downs of the investment markets. In the last year or so they have been very visible to us through the Pandemic with phone calls (thanks Paul) and various posts and social media notifications ensuring that we remain connected. We cannot stress enough the peace of mind this has all given us to get on with our lives. It's great to skip past the investment adverts in the Sunday papers and think: no thanks, we're all sorted! Thank you Nick and the Henwood Court Team, you're the best, as the mounting list of Industry awards attests.
Jim Hayter
Jim Hayter
April 10, 2021.
Verified
We have been clients of Henwood Court for over two years and can't recommend them highly enough. Nick and his team take a very personal approach to their clients using the first few meetings to get to know us and helping us to work out what was really important and what we wanted to achieve before looking at any financial details. This was an excellent approach and worth the investment in time as we are now in a position where we have a highly detailed plan focused around what we want to achieve and will also enable us to retire many years earlier than we expected. Through the time we have spent with the team, we have built up the confidence that they have the knowledge and skills to adapt the plan as needed and will continue to manage us and the plan over the years to come. The whole experience has been excellent for us and we thoroughly recommend them.
Lisa Welbourn
Lisa Welbourn
March 30, 2021.
Verified
We have been clients of Henwood Court for 10 years or more now and can't recommend them highly enough. Our investments and pensions have been managed in a very professional manner. Nick and every member of Henwood Court treats us like a friend, and know us like people not just clients. It gives us confidence that they understand our goals and aims and can support us to achieve them. They provided extra support during my recent early retirement leaving me with no doubts that it was the right financial decision to take. if you're looking for help with your financial planning, then we would recommend you take a look at this company
Paul Tock
Paul Tock
January 8, 2021.
Verified
Henwood has been great for us. Firstly, we've had high quality professional and sound advice on personal financial planning and investments. Secondly, the staff in the back office administration are very efficient and responsive. They do what they say they will do and always promptly. Initially we were some what reticent about taking advice from anyone and took some persuading, but we needn't have worried. Not only are they highly competent financial advisors looking after our interests, they also go out of their way to provide so much more to help you realise your ambitions. Having had our eyes opened we've done so much more than we thought possible in retirement. Thank you Henwood.
Iain Shore
Iain Shore
January 5, 2021.
Verified
Since we were referred to Henwood Court in 2013, well before we retired, we have felt as though we have been looked after almost as family members. The diligent care, interest and attention which Jason put into assessing our needs from the outset were exemplary, and this has continued at every meeting, whether face to face or online. It almost seems as though Henwood Court know us better than we do ourselves! The professionalism which has gone into sorting out our slightly differing needs and sources of income has meant that we have been able to enjoy our retirement knowing that we are being well looked after. No one else, other than, perhaps one’s solicitor, ever engenders in a client this feeling of absolute trust, not a word often used in business these days. The coffee’s pretty good, too..... We cannot recommend them highly enough.
Gill G
Gill G
November 18, 2020.
Verified
I have used Henwood Court since I took early retirement 10 years ago. They have always been very friendly and very helpful. Not only do they manage my portfolio expertly I have also been able to ask about other professional issues and they have always been able to point me in the right direction. I can contact Jason at any time and I will always get a speedy and helpful response.
Mike Brown
Mike Brown
November 16, 2020.
Verified
My wife and I first signed up with Henwood Court in 2013 and it was one of the best financial decisions we ever made. Nick, Victoria and the whole team aren't just our financial advisers, they are part of our extended family who are as much interested in our lives and happiness as they are our portfolio performance. We can't recommend Henwood Court highly enough. They are so professional, friendly and caring whilst also managing investments with amazing competence.

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

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE

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