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
