Creating your tomorrow

About us

We’re a firm of Chartered Financial Planners, focused on helping individuals and their families to achieve their life ambitions.

More about us

What we do

We provide transformational financial planning that will give you the confidence to live the life you want to live.

Find out more

Who we work with

We specialise in working with senior executives and business owners, helping them enjoy their ideal lifestyle both now and in the future.

Find out more

Meet our clients

We’re extremely proud of the work we do for our clients. Our dedication to each client, their family and aspirations is evident in their success.

Read our client stories

Keeping you in the know

Tax & Estate Planning
July 19, 2019

Changes to company car benefits from 2020/21

The Treasury has published a paper setting out changes to company car tax from April…
Tax & Estate Planning
July 8, 2019

The Office of Tax Simplification Review

The Office of Tax Simplification (‘OTS’) published its long-awaited review on reforming Inheritance Tax. A…
Lifestyle
June 14, 2019

Planning for the cost of higher education and getting kids onto the property ladder – The Bank of Mum & Dad

The timing of this e-shot going out is apt as I am travelling up to…

What our clients say

“The level of care and service is exemplary from all the team, and we truly feel that our finances are in order for us and our wider family. This brings peace of mind, and we are very happily following Henwood Court's instructions to take more holiday!

Finally, I can honestly say that I can't think of a way in which the team could be more helpful or professional. The service level should be an example to all.”

John Booth (MD) & Dr Alison Booth

“Nick is a great pleasure to work with. Like many business people I struggle to make time for important things like my financial future but Henwood Court takes the pain out of all that!

Their approach is always tailored to my individual and changing needs - it's never 'one size fits all' - and as a result I have great confidence that I stand a chance of meeting my lifestyle goals and ambitions with their good advice and guidance.”

Nichola Balmer

“I've spoken to many financial & tax advisers - they always seem to make it so complicated and expensive. Nick Platt at Henwood Court provided a completely different experience. Easy to understand, value for money advice I can trust, and a simple financial solution including access to low-cost investments. Now the issues of protecting my capital, earning more from my savings in retirement and reducing my IHT liabilities are left to Henwood Court and I can get on with enjoying my retirement.”

Andrew Messenger

“Working with Henwood Court has made a previously painful experience actually quite enjoyable...allowing me to plan ahead with focus and purpose - thank you all”

Tony Dubberley

“When we retired a few years ago we were worried that we could maintain our desired lifestyle given all the uncertainty. However, Henwood Court helped to get us organised, provided expert advice and implemented strategies that have given us confidence to get on with our lives safe with the knowledge that Henwood Court are managing our pension and investments. They even encouraged us to spend more money!!

Thank you for everything.”

Brian & Val Martin

“Having been dissatisfied with my previous adviser I was recommended to speak to Henwood Court via my accountant. He said they were hungry, young, highly qualified, and very proactive at getting the best from the investment markets.

Having now been with them for almost ten years I am more than satisfied with the progress they have made on my portfolio and the advice they have given to me for the benefit of my personal lifestyle.”

Richard Deakin

“Going to see Henwood Court is like going for counselling, and what we mean is it forces you to think about and prioritise what is important in your life - so many of us are too busy to do this. Henwood Court gives you the time and the opportunity to align your life's goals with your financial plan and clearly demonstrate and indeed encourage you to do what it is you would like to do.

Henwood Court have acted as our trusted guide allowing us to plan with confidence into the future and have provided reassurance and security. Thank you.”

Malcolm & Cynthia Pollard

“We were recommended to Henwood Court by a colleague which was motivated by our wish to retire and the diagnosis of a serious medical condition. Henwood Court took a comprehensive look not just at all our finances, but our hopes and aspirations, creating a financial plan that confirmed we could retire and have sufficient money to fund more than a decent retirement.

As a direct result of the advice, we have retired, sold our house and relocated to the coast. Working with Henwood Court is the best thing we have ever done with our finances.”

David & Vanessa Cole