We are delighted to announce Peter Robbins has been appointed to the Board as Director of Investment & Technical.

Managing Director Nick Platt commented:

“Peter has proven to be a resourceful leader and will support myself and the board with the execution of the strategy to continue to build a bigger and better business. Peter has personally implemented practical improvements to our investment proposition, Portfoliosense®, and has most recently introduced operational systems and procedures, including the adoption of a client portal that will streamline and modernise the business. All of these are designed to improve the client experience and help our continued growth. I am personally delighted to welcome Peter to the board and look forward to working with him the years ahead.”

Peter commented on his new role:

“Having worked “in” the business for several years and experienced firsthand our commitment to all clients and colleagues, I’m delighted to now have the opportunity to work “on” the business. I’m very much looking forward to help shape Henwood Court’s future to meet our ambitious plans, continue to provide outstanding service to our clients and develop and support our amazing team.”

 

We also give a warm welcome to Joanne McCreadie who joins our team as a Client Service Associate. Jo will provide full administration support to Financial Planners and the Associate Financial Planners as required. Jo has a wealth of experience having worked in a variety of financial services roles both in South Africa and the UK.

Baby News

More exciting news as we send congratulate our Stephen Heslegrave as he welcomes another member to his young family with another beautiful baby girl! A few more sleepless nights, thankfully we have strong coffee in the office.

Visitors to the office

Please be aware that there will be potential disruption on Wylde Green Road which is the main road approaching our office as South Staffs Water carry out some essential maintenance work.

Football Fever  

Yvonne has taken charge of the Euro 2024 draw for the office; Nick will get to see some of the games for himself as he goes out to Germany in a couple of weeks’ time.

British Summertime

Well, it’s hardly been flaming June, with many of us having to put the heating on!

On what seemed like the one fine day of the week, our hanging baskets and pots were replaced with some little olive trees and some ‘Summer’ blooms. At least we haven’t had to worry too much about them being watered!

Suggestions Box

We’ve been delighted by the response to the introduction of our Staff Suggestion box, allowing everyone to share ideas. We’ve had a wide range of ideas, all of which will be considered and implemented where appropriate. Pete Robbins has encouraged the team, deeming all suggestions ‘nothing is too small, too big or too stupid.