Turn your business success into personal freedom
Your business should give you two things: time to enjoy life and money to do the things you love. You shouldn’t have to wait until you sell your business or retire to get either. When do you step back – and how?
You’re time poor. Buried in sales and operations, with no headspace to plan life beyond the business.
Your wealth is locked. Your net worth is impressive on paper but your wealth is tied up in the business.
You’re stuck in the now. You focus on sales, KPIs and your bottom line… but forget to focus on the future.
The founder’s dilemma
Your personal CFO
Think of us as your personal chief financial officer and strategic sounding board, helping you convert your success into secure, sustainable personal wealth that’ll deliver financial freedom for you and your family for years to come.
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01
Expertise
Personalised financial planning and wealth management advice help you navigate the critical stages of business growth: scaling up, preparing for exit and transitioning to life beyond the business.
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02
Clarity
Using our transformative financial planning programme, Financialsense®, we work with you to create a strategy that’ll help you live your best life: extracting value, securing your exit and protecting your legacy.
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03
Action
Why wait until retirement to start living? We help you free up your wealth so you can enjoy life without the wait – supporting you at every stage, and keeping you on track to achieve your goals.
Success stories
More client testimonials
Mark Harris
“Henwood’s approach is about the individual rather than trying to sell a particular product. They understand the challenges business owners face, and I have complete trust in their advice.”
Loved by clients
Likeliness to recommend us to a family or friend, as a score out of 10
9.4 /10
Rate our service as good or excellent value for money
92 %
Are confident we’re helping them stay on track to achieve their financial goals
96 %
Say working with us has improved their financial confidence
89 %
Source: Financial Planning Client Surveys, 11 December 2025–10 July 2026
