About us

We are a multi-award winning, lifestyle-based Chartered financial planning and wealth management boutique.

You cannot compare them to my previous advisers, what we get is so much more and so much better…They’re not the best at what they do, they’re the only ones that do what they do.

Dean Harper, Business Owner

about us

We’re committed to fulfilling your visions

Our approach is simple: It’s not about the money.

Yes, we deliver expert financial advice.

Yes, we’re a Chartered, award-winning financial planner.

Yes, we’re packed full of experts on tax, pensions and investments.

But what it’s really all about is you.

what we do

Giving you financial confidence and freedom

We specialise in working with ‘normal people done well’.

These often include business owners building their business or at the point of exit, those planning for retirement, often senior executives, legal and tax professionals who are facing a major financial decision and have planning and investment needs. Many of our clients are retired, and need the support of a trusted partner to delegate the management of their estate and support their family.

We have an experienced team that looks after over 300 families with a combined wealth of over £2 billion. But we measure our own, and our clients’ success, in more than just pounds and pence.

We allow you to reach your goals and objectives whilst giving you a greater sense of control over your wellbeing. We’re here to become your ‘professional friend’.

We provide a highly personalised service with your own dedicated team and access to a virtual family office via our trusted network of professionals.

Henwood Court Way & Values

Our vision

We are here to ensure you live the best life possible through the smart management of your money.

Our values

Hunger for knowledge

Care for clients and colleagues

Fanatical attention to consistency and detail

Passionate to be the best

Our awards

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

Meet our team

Experts who strive for top-quality service

Nicholas Platt

About Nicholas

Managing Director & chartered financial planner

Jason ashman

About Jason

Director & Chartered Financial Planner

Victoria Platt

About Victoria

Client Relationship Director

Gaye Morris

About Gaye

Non-Executive Director

Anna Kavanagh

About Anna

Operations Director

Helen Allen

About Helen

Technical Director

Peter Robbins

About Peter

Investment & Technical Manager

Steven Read

About Steven

Chartered Financial Planner

Declan Kirby

About Declan

Chartered Financial Planner

Paul Bradley

About Paul

Financial Planner

Matt Taylor

About Matt

Financial Planner

Lynette Coffey

About Lynette

Culture & Training Manager

Katherine Woolley

About Katherine

Technical Assistant

Yvonne Till

About Yvonne

Client Service Associate

James Richards

About James

Financial Planning Assistant

Laura Smith

About Laura

Client Service Specialist

Lenea Appleby

About Lenea

Client Service Specialist

Peter Roberts

About Peter

Financial Planning Assistant

Carmen Riches

About Carmen

Financial Planning Assistant

Stephen Heslegrave

About Stephen

Financial Planning Assistant

Lisa Pietrzak

About Lisa

Client Service Specialist

Elliot Newton

About Elliot

Trainee Technical Assistant

John Wright

About John

Compliance Consultant

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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