Chartered Status

We’re delighted that our Chartered Status has once again been renewed. This is the highest accolade of what we do.  Chartered Status is hard earned by the whole team and demonstrates the highest mark of trust, capability and professionalism in the industry.

Chartered Status is the ‘gold standard’ of Financial Planning and positions Henwood Court amongst the UK’s leading practises.

To secure Chartered status, firms must demonstrate:

  • The highest levels of technical knowledge through professional qualifications
  • A commitment to the ongoing development of our skills and knowledge
  • Adherence to ethical conduct

 

By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.

We are also proud to be a firm that meets the criteria to achieve the Pension Transfer Gold Standard as set out by the Personal Finance Society. The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and Defined Benefit pension transfer advice.

By working with a firm that has voluntarily committed to the Pension Transfer Gold Advice, you can be confident that you will receive the best possible advice, service and support when considering transferring out of a Defined Benefit pension scheme.

Henwood court

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0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE

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