Creating your tomorrow

Chartered financial planning creating exceptional futures

about us

Financial planning that changes people’s lives

We are a multi-award-winning Chartered financial planning and wealth management firm. We work with a range of clients, including business owners, senior executives or professionals, those thinking about retirement and those who have already retired.

We have the knowledge and experience to support your objectives. You will benefit from the comprehensiveness and depth of our highly personalised financial planning service. You will have access to your own expert team, the rigour of our investment process and a virtual family office via our trusted network of professionals.

Find out more

what we do

We are devoted to 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 friends and deliver you peace of mind.

How we help

We specialise in delivering a premium service to our clients

Business owners

Align your personal and business finances to achieve financial independence.

Senior executives
& professionals

We work with you to enable you to live your best life and plan for the future.

Planning
for retirement

Ensure you are both emotionally and financially ready for retirement.

In retirement

Achieve and maintain financial freedom for you and your family for years to come.

Client stories

Let our clients do the talking

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

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

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

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

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

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

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

Andy & Trudy Cooke

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

Andy & Trudy Cooke

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

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

We only deliver top-quality service

Nick Platt

About Nick

Managing Director & chartered financial planner

Jason Ashman

About Jason

Director & Chartered Financial Planner

Victoria Platt

About Victoria

Client Relationship Director

Helen Allen

About Helen

Chartered Financial Planner

Peter Robbins

About Peter

Director of Investment & Technical

Adrian Cutler

About Adrian

Non executive adviser

Anthony Richards

About Anthony

Chartered Financial Planner

Simon White

About Simon

Chartered Financial Planner

Katherine Woolley

About Katherine

Technical Assistant

Yvonne Till

About Yvonne

Client Service Associate

Lynette Coffey

About Lynette

Technical Client Associate

Lee Oliver

About Lee

Associate Financial Planner

Laura Smith

About Laura

Client Service Associate

Lenea Appleby

About Lenea

Client Service Associate

Peter Roberts

About Peter

Client Service Associate

Georgia Platt

About Georgia

Business Support Executive

Julia O’Leary

About Julia

Client Service Associate

Jo McCreadie

About Jo

Client Service Associate

Naomi Banks

About Naomi

Associate Financial Planner

John Wright

About John

Compliance Consultant

Elliot Newton

About Elliot

Associate Financial Planner

Stephen Heslegrave

About Stephen

Associate Financial Planner

Our awards

winner

New Model Adviser top 100

Citywire New Model Adviser Top 100 2023

highly commended

Retirement Adviser of the Year 2023

Money Marketing Awards 2023

winner

New Model Adviser top 100

Citywire New Model Adviser Top 100 2022

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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