As a firm, we strive for excellence. Our awards demonstrate our expertise in the field of financial planning.

Moneyfacts Awards Retirement Adviser of the Year at the Investment Life & Pensions

We are delighted to announce that we have won Retirement Adviser of the Year at the Investment Life & Pensions Moneyfacts Awards

As part of the process we were asked to provide client/provider testimonials, making this award extra special.  This award brings more deserving recognition for the team for their hard work, expertise, professionalism and dedication and further demonstrates the value we give to our client in providing retirement financial advice.

Money Marketing Best Retirement Adviser Award 2020

Money Marketing Awards 2020 winner logo

We are very proud to announce that Henwood Court won “Best Retirement Adviser” at the Money Marketing Awards 2020. A superb result for the team.

Nicholas Platt, Managing Director commented…

“I am delighted to win this gold standard award as recognition of the hard work, expertise, professionalism and dedication shown by the team particularly over the past few months.

Winning this award demonstrates the value we give to our clients in providing retirement financial advice, but also recognising the consideration we give to client’s wellbeing and emotional aspects of retirement which was highlighted as a particular strength. We understand that retirement is more than just accumulating a financial nest egg, while it is a key ingredient to a being retirement ready, emotionally adjusting your mindset and planning to enjoy a purposeful retirement is equally as important to live a full and happy retirement”.

Investment Life & Pensions Moneyfacts Award 2020

Moneyfacts Awards finalist logo

In 2019 we were awarded highly commended in the ‘Best Retirement Adviser’ category following rigorous assessment.

We are delighted to confirm that we have again been shortlisted for this award with the results to be announced at the London Hilton, Park Lane on the 17th September 2020.

As part of the decision making process we are asked to provide client/provider testimonials and would be most grateful if you could support us with this.

The survey is not about votes or the number of testimonials we receive, it is quality over quantity.  Please follow the link below.

Retirement Adviser of the Year testimonial form

New Model Adviser Top 100 - 2019

New Model Adviser Top 100 awards logo

Once again, we are delighted to confirm we have been included in the New Model Adviser Top 100 firms across the UK for 2019. We are also very proud to report that we are one of ONLY 13 Midlands businesses listed.

The listing criteria is judged on firms who are doing a great job for clients as well as contributing the profession as a whole. To make the list we have been quizzed about staff training, client education and diversity as well as many other areas.

The Moneyfacts Finance Awards

The Moneyfacts Awards is one of the highlights of the personal finance industry calendar. Rigorous monitoring is carried out throughout the preceding year to determine the winners.

We have been awarded highly commended in the ‘Best Retirement Adviser’ category for 2019.

The Money Marketing Awards

The Money Marketing Awards are the premier financial services awards that recognise, reward and bring together the industry’s leading advisers and providers.

We have been awarded highly commended in the ‘Retirement Adviser of the Year’ category for 2019.

New Model Adviser Top 100

We are delighted to again be included in the New Model Adviser Top 100 UK Advisory Firms for 2018. We were the only firm from the West Midlands to be included.

New Model Adviser is a Citywire publication, and the methodology used for compiling the list considered qualifications among staff, commitment to the advice profession, sharing best practice and a clear growth strategy.

To be included in this list of high calibre top 100 UK firms is a real honour; a testament to our team’s dedication and hard work. However, things will only get better as we plan further proposition and technological improvements into 2019 that will further enhance client value and experience.