A Warm Welcome to Carmen, Matt, Tracey, Lisa & Declan

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It’s been a busy few months here at Henwood Court having completed phase one of renovations at The Cruck Barn, with phase two starting in September, together with the addition of five new members to the team.

Finding, retaining and developing top talent remains a key objective of ours, and the new additions will complement our existing experienced and highly qualified team, and provide the capacity for us to introduce further improvements to our business over the next 12 months, all designed to improve the client experience and enhance our services.

Tracey Foster joins us from Anstee & Co as a Financial Planner, Declan Kirby joins us from AFH Wealth Management in the position as Trainee Financial Planner, Matt Lawton joins from Pannells Financial Planning as a Trainee Technical Assistant, Carmen Riches joins us from Gemini Wealth Management and Lisa Pietrzak from Mazars llp, both as Financial Planning Administrators.

They bring a mixture of youth and experience and all share a desire to learn, to continue to grow and deliver great advice and service to our existing and future clients.

We wish them all a long and successful career at Henwood Court.

Read more about them here – https://henwoodcourt.co.uk/meet-the-team/[/vc_column_text][/vc_column][/vc_row]

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Quarterly Investment Commentary – Q2 2019

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