Our values and vision

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

Our vision

Delivering peace of mind

We believe great financial planning changes people’s lives. We exist to inspire ideas and ultimately give our clients the financial confidence, strategy, and encouragement to live the life they want to live – so as we say, ‘their money outlives them, but they do not die with too much’.

Our client commitment is simple: We are going to care about you and be more personally devoted to helping you to achieve your financial and life goals than anyone in the world. We will be your lifetime trusted financial planner.

Nicholas Platt, Managing Director

Our values

We provide great advice, outstanding service, care and attention that results in outstanding value for clients

Hunger for knowledge

Care for clients and colleagues

Fanatical attention to consistency and detail

Passionate to be the best

Meet our clients

Hear what they have to say

Joe & Jessica Barker

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.

Joe & Jessica Barker

Douglas Cave

If I was to have planned what I would want from a service, Nick and his team have ticked every box.

Douglas Cave

John & Sarah Glasgow

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.

John & Sarah Glasgow

Andy & Trudy Cooke

One of our friends had recommended Henwood and we were immediately impressed.

Andy & Trudy Cooke

Chris Rinaldi

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.

Chris Rinaldi

John Booth

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.

John Booth

Mark Harris

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.

Mark Harris

Ian & Lou Farnworth

Some of the questions Nick was asking us were much broader than just looking at finances, he was looking at lifestyle choices.

Ian & Lou Farnworth

Dominic & Jane Facci

We didn’t get here by accident. We had help from Henwood. We feel incredibly lucky and fortunate to have this time.

Dominic & Jane Facci

Andrew & Diane Messenger

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.

Andrew & Diane Messenger

Dick Elsy

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.

Dick Elsy

Malcolm & Cynthia Pollard

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.

Malcolm & Cynthia Pollard

Gaye Morris

I felt an instantaneous connection with Henwood and the way they operate their business. They have a totally customer-centric and relationship-based approach.

Gaye Morris

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

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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