about
We’re committed to fulfilling your visions
We are a Chartered, award-winning firm that delivers expert financial advice. Although we are experts on tax, pensions, investments and wealth management, our approach doesn’t focus on money. What it’s really about is you. We want to achieve your goals and visions for the future. Our team will work with you to ensure we do just that.
What we do
Our Purpose
Our overriding purpose is to help you navigate your way to retirement or exit your business. We want to see you enjoy the fruits of your labour and live a fulfilling life into retirement.
Our unique Financialsense® Discovery Programme is how we get to know you. It creates a bespoke financial master plan to address your immediate advice needs and design a strategy to achieve your objectives.
As part of our ongoing Financialsense® service, we will meet with you regularly to review and update your plan.
We implement financial strategies designed to:
- Build your wealth so you can achieve financial freedom
- Maintain your wealth so you can enjoy a fulfilling lifestyle into retirement, ensuring you always have enough
- Distribute your wealth to those you love.
Our value guarantee
Getting much more for your money
We pride ourselves in doing far more than just portfolio management. Our Financialsense® programme is designed to provide service, care and attention, resulting in far more value than typical advisory or wealth management fees will deliver – that is our value guarantee.
Our values
Hunger for knowledge
Care for clients and colleagues
Fanatical attention to consistency and detail
Passionate for the best
The best thing about working with Henwood Court is their personal care and attention. They look after us as people – we’re not just another client, but part of their wider business and their business family.
John Booth
Client stories