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

I’ve been a client of Nick’s since before the start of Henwood Court. I first came across him in 2002 when he was working for another firm. I took some advice from him and really liked him. So, when he set up on his own, I automatically followed him. I suppose that makes me a founder member of the Henwood Court client group!

What I liked about Nick was his energy and client focus. He struck me as being very different from other financial advisers. He was interested in me and what I wanted out of life, not just what he could sell me. I was also impressed by his integrity; the bond of trust was almost immediate and has endured ever since.

I was in my early 40s and moving into a new job, so was just starting to get serious about pension planning. As a busy person, I’d tended to push long-term financial planning into the long grass, but the team at Henwood encouraged me to begin to focus on it. They made me think through what I really wanted out of life, then helped me to get organised to enable me to enjoy it.

My main objectives were to ensure there was enough financial resilience in my plans so that if I got run over by a bus, my family would be okay. I also wanted to build a large enough portfolio to have a better work/life balance. Henwood Court has helped me achieve both of those. They might not have come up with the money, but they’ve made them happen!

Nick struck me as being very different from other financial advisers. He was interested in me and what I wanted out of life, not just what he could sell me.

As an engineer, I’m a risk manager, so I have been a bit risk-averse in the past. The team at Henwood has made me realise that life’s too short not to go ahead and do the things you really want to. As a result, I drew up a short bucket list and my wife and I have bought an Aston Martin and a flat in London. Henwood Court gave me the confidence to do so.

As well as giving me financial security, I’m now in a position where I don’t have to work if I don’t want to. We’ve got enough to live comfortably and can just focus on the niceties such as making sure we don’t leave too much to the Inland Revenue.

I know the plans have been stress-tested and that there is enough risk mitigation in the portfolio. I also like Henwood’s approach to asset diversity by using low-cost tracking funds rather than following the vagaries of certain fund managers. The cash flow modelling they do has been powerful in making me consider my course of action for the future.

As Henwood has expanded, it’s remained true to the values that Nick holds dear: trust, integrity and putting the client first. I deal with a number of people there and they’re all extremely capable. I also appreciate the fact they work with a select number of higher value clients, which means the business can deliver a highly personal service.

I can’t think of any reason why I’d ever want to go anywhere else.

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

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

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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