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.
I’ve been a client of Henwood Court now for at least 15 years. My two points of contact are either Nick Platt or Paul Bradley, and both are very accessible. I’ve got a good relationship with them that’s been built up over a long period of time, so we have a good rapport.
Henwood Court gives me confidence because I feel I can trust them. They look after my affairs and with constant monitoring, I can see things are going in the right direction. Henwood Court’s service tends to differ in that they are not product-driven. So, they are not looking to sell you a particular product or looking to get you into another particular service; it’s more about you as the individual and they take a more holistic approach.
It’s very important that I deal with Nick, who has a business of his own. He has a successful business and a whole team of staff, so he understands all of the different challenges that every business faces, regardless of what particular sector they’re in. As a result, he has empathy with me and the challenges of running a business.
The best piece of advice Nick has ever given me with regard to financial matters is to relax and decide what’s important in life and ensure that you enjoy those things in the moment, not just plan for them for the future. Three words I’d use to describe Henwood Court are “professional”, “personable” and “social”. The best thing about working with Henwood Court is that I can contact them at any point in time. I never feel there’s a barrier to contacting them, and no matter how stupid the question is, they’re happy to talk to me and answer the question.
I’m very happy to recommend business owners to Henwood Court because they have a wealth of knowledge about individual businesses, an understanding of people and they provide the ideal solution for business owners.