The time is now
It’s time to stop working and start living. But it’s easy to make money mistakes in retirement. How do you enjoy this next chapter while providing stability and security for your family?
Balance is key. It’s time to enjoy the wealth you’ve worked so hard to accumulate. But what if you spend too much, too soon?
Longer life, bigger challenge. With life expectancy on the increase, retirement can last for more than three decades. Will your money?
Today… and tomorrow. Retirement doesn’t mean taking your eye off the ball. How do you safeguard the wealth you’ve worked so hard for?
The pension puzzle
Peace of mind and a retirement you dream of
Retirement should be filled with freedom and fun, yet it comes with its fair share of challenges. Armed with your strategic financial plan and our expert guidance you can tackle the obstacles that stand in your way and enjoy a bright future.
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01
Freedom
Using our powerful Financialsense® Discovery Programme we create a dynamic plan designed to deliver financial freedom – ensuring your estate planning is in order and you can transfer wealth to younger generations to mitigate inheritance tax.
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02
Support
Your personal Henwood team are with you every step of the way, making sure you’re financially and emotionally ready for this exciting chapter. We help you prioritise what matters and take the pressure off the need to manage your own funding in retirement.
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03
Future
From gifting unused income to utilising trusts, life assurance, pensions or investment family structures, we tailor an estate-planning strategy using tax-efficient measures to ensure your wealth ends up in the right hands – protecting future generations.
Success stories
More client testimonials
Dominic and Jane Facci
“We didn’t get here by accident. We had help from Henwood. We feel incredibly lucky and fortunate to have this time.”
Loved by clients
How likely are you to recommend us to a family member or friend?
86 %
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.
