Andy & Trudy Cooke

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

Andy & Trudy Cooke

We approached Henwood Court because Andy was considering early retirement at the age of 54. Trudy had retired at a similar age and was working part-time. We had concerns around having no income and relying on our investments. Having always been a saver, Trudy, in particular, was worried about getting to the worst possible point where we just relied on the State Pension.

One of our friends had recommended Henwood and we were immediately impressed. We had talked to an alternative adviser who had spent a lot of time focusing on our finances. Nick took a much more holistic approach from the very first meeting, talking to us almost as a life coach and explaining that it was important to consider what we wanted to do before considering whether we could afford it.

This was a really important conversation for us. Choosing to retire early filled us with apprehension at this stage. Andy had spent his life in corporate IT, travelling and often working away from home. As with most people, our work was a big part of our lives and we were concerned not only about finances but what we would do. How do you fill your life when work is such a major part of it?!

Nick talked to us as a couple, which was really important to us. He listened, spoke to us in plain language (no acronyms!) and asked us important questions that we were yet to consider: what did we want to have done in ten years’ time? The big things and the small things? What about our health? Did we have any targets?

With Henwood Court’s help, we reached a decision that Andy would retire just before his 54th birthday. This is now five years ago, and we haven’t looked back since!

The team showed us that, without doubt, we could both give up work and do more with our lives.

They mapped this into a personal financial plan, showing us what our cash flow would be over our retirement years; essentially proving what they were telling us!

The impact this advice has had on our lives has been staggering. We have greater confidence to get on with our wish list, plan for the future and know what we can do with a level of certainty. We felt liberated. We do not have an endless pot of money, but we are comfortable with what we do have and what we can do with it to enjoy life. We may not be able to go and buy a new Porsche every week, but we know we can go into a shop and buy a nice item without guilt!

Our relationship with Henwood Court has grown into one of absolute trust over the last five years. We know that we can pick up the phone and talk to them about anything, sometimes even on non-financial topics. We would not have liked to take this step without having Henwood Court in the background and we will want them there to help us throughout our retirement.

We have recently been to Thailand and we are at a point where we can send the team at Henwood photos of our holiday, have a laugh and a joke together and remain on a professional footing. As we go further into our retirement, we have more plans. We are currently having a new kitchen and Andy will turn 60 in November. We have a big trip planned to celebrate and we are confident that Henwood Court will be there every step of the way should we have anything we need advice on, as we plan big moments like that, which mean the world to us.

Meet our clients

More of our clients

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

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

Adrian Cutler

They are approachable, available and extremely well thought through and considered in the terms they recommend.

Adrian Cutler

Dean Harper

You cannot compare them to my previous advisers, as what we get is so much more and so much better…They’re not the best at what they do, they’re the only ones that do what they do.

Dean Harper

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

Jim Hallam

We cannot praise Henwood Court enough for their exceptionally high level of professionalism, technical back-up, customer focus and responsiveness.

Jim Hallam

Mitch Anthony

In retirement you need enough purpose to wake up in the morning and enough money to sleep at night.

Mitch Anthony

John & Alison

All in all, the Henwood team should be an example about how to run a people-focused business who genuinely care for their clients. I regret I can only give their service five stars; it needs many more to reflect what they have done for us.

John & Alison

Steve Froud

Having used the services of Henwood Court for the past ten years, we have always found the team to be efficient, customer-focused and thoroughly professional. I would have no hesitation in recommending them. The Annual Review meeting is of particular value as it helps to prioritise not only financial objectives but life goals as well.

Steve Froud

Paul Davis

Sensibly priced, high-quality advice from a team who truly are interested in getting the best for their clients.

Paul Davis

Chris & Nancy Reynolds

We cannot stress enough the peace of mind Henwood Court has given us to get on with our lives. It's great to skip past the investment adverts in the Sunday papers and think ‘no thanks, we're all sorted

Chris & Nancy Reynolds

Dean Harper

You cannot compare them to my previous advisers. What we get is so much more and so much better. They’re not the best at what they do, they’re the only ones that do what they do.

Dean Harper

Nicholas Platt

Our client commitment is simple. We are going to care about you and be more personally devoted to your financial success than anyone in the world

Nicholas Platt

Victoria Platt

One of my favourite clients described us as a ‘professional friend’, another client described us as a comfy pair of slippers. Both were portraying what it is like to be part of the Henwood Court Community

Victoria Platt

Anna Kavanagh

In a 2022 client survey, 100% of our clients said that working with Henwood Court has helped them to progress and achieve their goals. That is our legacy, yes we save our clients’ money, yes we make our clients’ money, but if our clients say, through association with Henwood Court they are living a better life, then that’s a massive tick in the box for us.

Anna Kavanagh

Lynette Coffey

We prefer client smiles to awards any day, but luckily we have both.

Lynette Coffey

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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