Twenty years of trusted financial advice

Henwood Court was established in 2005 by Nick Platt. Having spent ten years in corporate roles within large financial institutions, Nick became tired of a world where clients were treated as numbers.

He decided it was time to create something uniquely different: 
a business centred around lifetime trusted financial advice.

A boutique wealth management firm where clients mattered more than their money, and successful professionals could live a rich life, not just a wealthy one.

With two small children and a large mortgage, Nick knew the risks involved in leaving behind the security of a well-paid job, but it was a risk worth taking.

And Henwood Court was born.

Henwood Court today

From humble beginnings, we’ve grown from a small family business to a devoted team of experienced, handpicked staff – still with trust, integrity and family values at heart.

In 2011, we moved to our current home, the 15th century Cruck Barn in Sutton Coldfield. It’s a warm, welcoming space our clients love, and the perfect spot for meeting the team.

Having reached 20 years old, we’re maturing nicely as a business.

In a world of industry consolidation and corporate takeovers, we’re proud to remain independent – providing next level care, growing remarkable relationships, and doing things the Henwood way.

Housing a growing team of almost 30, our Grade II listed home is now bursting at the seams. Frankly, we’re grateful for hybrid working!

Our obsession with exceptional service has already transformed the lives of numerous senior executives, successful professionals and retirees, but we won’t stop there: we’re dedicated to becoming the best at what we do, and we’re always looking for ways to serve you even better.

Our story

2004

Henwood Court Financial Planning is founded.

2005

Authorisation received from the FCA.

2009

We relocate to The Cruck Barn, our home in Sutton Coldfield (a Grade II* listed medieval barn whose oak timbers date back to 1425).

June 2011

We launch Portfoliosense®, our proprietary investment portfolio

April 2015

Henwood Court is awarded Corporate Chartered status

February 2019

‘Retireability: The Smart Executive’s Guide to Thriving in Retirement,’ Nick’s book, is published.

September 2020

A double win: named Best Retirement Adviser by both Money Management and Moneyfacts.

September 2021

Crowned Best Retirement Adviser by Money Management for the second year running and Highly Commended by Moneyfacts.

2021

Hybrid working is formally introduced.

July 2024

We launch Henwood Connect, our client portal and app.

May 2025

Clients and team come together to celebrate our 20th birthday.

February 2026

Named Professional Adviser’s ‘Adviser Firm of the Year – Midlands’

March 2026

Katherine Woolley marks 20 years at Henwood Court — the same milestone as the firm itself.

2026 and beyond

The next chapter begins

Celebrating Henwood Court’s 20th anniversary

Take the first step to the life you dream of

Book a discovery call