Financial planning that changes lives

Henwood Court is an award-winning, boutique firm of chartered financial planners.

We’ve spent more than 20 years helping people like you live happier, more fulfilled lives across Birmingham and the West Midlands.

As Nick Platt, our Managing Director explains, “our client commitment is simple. We will care about you and be more devoted to helping you achieve your financial and life goals than anyone in the world.”

Our purpose

Great financial planning can change your life. We help you:

  • 01

    Build your wealth

    To achieve financial freedom and fulfilment
  • 02

    Protect your wealth

    So you always have enough to live life your way
  • 03

    Distribute your wealth

    In the most tax-efficient way to those you love

Accredited for your peace of mind

We’re immensely proud of our chartered status, which demonstrates the highest levels of technical knowledge. Only the best and most qualified financial planning consultants are awarded chartered status by the Chartered Insurance Institute (CII) – firmly positioning us among the UK’s leading practices.

The award-winning team by your side

Care and exceptional service are at the heart of our business – a fact that’s been recognised by many national awards, including:

Adviser firm of the year - Midlands

ProfessionalAdviser Awards 2026

Marketing Influencer of the Year - Finalist

Professional Adviser Women in Financial Advice Awards 2025

Top 100 - 2023/2022/2021/2020/2019/2018

Citywire New Model Adviser

Retirement Adviser of the Year (Highly Commended)

Money Marketing Awards 2021

Retirement Adviser of the Year 2021

Investment Life & Pensions Moneyfacts Awards

Best Retirement Adviser

Money Marketing Awards 2020

Retirement Adviser of the Year 2020/2019

Investment Life & Pensions Moneyfacts Awards

Retirement and Later Life Specialist of the Year 2020

Personal Finance Society Awards

Loved by clients

Likeliness to recommend us to a family or friend, as a score out of 10

9.4 /10

Rate our service as good or excellent value for money

92 %

Are confident we’ll help them reach their financial goals

96 %

Say working with us has improved their financial confidence

89 %

Source: Financial Planning Client Surveys, 11 December 2025–10 July 2026

Take the first step to the life you dream of

Book a discovery call