How it works
Portfoliosense® is designed to deliver disciplined investment management and long-term outperformance all at a low cost. This includes behavioural finance support, quarterly commentaries and online reporting.
Within Portfoliosense®, we have a range of risk-based portfolios that have expected returns based on evidence-based research and the historic returns they have demonstrated. We use these expected returns of the portfolio over certain periods and relate those to your financial plan. We know the return our clients need to live the life they want to live and our team is highly-qualified to match portfolios with plans to provide the best results.
Meet our clients
What our clients say
We can rest assured that the decisions we are making are good ones and that our family and children are going to be looked after.
If I was to have planned what I would want from a service, Nick and his team have ticked every box.
We always get the impression that the whole team at Henwood have our best interests at heart and are focused on what we want to do, rather than pushing products and services.
One of our friends had recommended Henwood and we were immediately impressed.
I have known Nick over 15 years. He is both very professional and personable at the same time; not at all pushy with his views. The whole team he has gathered around him appear to share the same ethos.
We’re heading in a much better direction than we’d ever get to with another financial adviser. It’s not too strong to say it has changed our lives.
A business owner should engage with a financial planner at the earliest opportunity so they build up a relationship and have a support network behind them.
Some of the questions Nick was asking us were much broader than just looking at finances, he was looking at lifestyle choices.
We didn’t get here by accident. We had help from Henwood. We feel incredibly lucky and fortunate to have this time.
Henwood really has helped us to live the life we want. All the staff know us and give us a warm welcome whenever we go there and I trust the whole team for their knowledge.
I’ve been impressed by the way Nick has chosen to work with a select number of higher value clients, which means the business can deliver a highly personal service.
All the people we deal with make you feel like you’re the only person they deal with. They’re very individual in the way they handle your issues.
I felt an instantaneous connection with Henwood and the way they operate their business. They have a totally customer-centric and relationship-based approach.