Senior executives
& professionals
Through strategic planning, we will help you live your best life and plan for the future.
Senior executives
& professionals
Face the future with confidence
As a senior executive working for a large corporation, or a partner within a professional firm, we understand that your needs are different.
Your day is full of constant challenges and decisions. Work pulls you everywhere and can be very hectic, with frequent personal life sacrifices. Above everything else, you need an ongoing plan to ensure that opportunities are maximised and you are free to get on with your job and take care of your family.
How we help
You might be asking yourself…
“I’m exhausted! When am I ever going to be able to cut down on my 60+ hour working week?”
We recognise your pressures and work with you to create your personal financial plan, aligning your lifestyle and financial goals. This will give you the confidence to live your best life now and clarity about what you need to earn for you and your family to live the life you want to live into retirement.
“I can’t stop thinking about life after work; however, I am worried about the change both financially and emotionally.”
When most of your day is spent at work or thinking about it, you begin to wonder what effect retiring will have on you. Will you have too much time on your hands? Will you be financially stable? Even if you have a clear vision, this process can seem daunting, but you must start somewhere. Your plan will enable you to work through these questions.
“In the event of my death, will my family have sufficient income and capital to maintain the lifestyle that they are accustomed to?”
It is important to be one step ahead of life, as you never know what is around the corner. Your family comes first, and you want to do what’s best for them. No one can relieve you of the responsibility for your family’s financial success, but a plan, supported by your own planning team, can take away much of the anxiety and worry involved.
“Can I afford to gift income or lumps of capital to my children now? Will it affect my lifestyle?”
Deciding to retire isn’t something that comes lightly. You wonder how you can provide for future generations while thinking about your current lifestyle. You’re wondering whether there are legitimate ways to reduce your Inheritance Tax liabilities and unsure when to gift money to your children. Your plan will consider the most effective way to manage your affairs with respect to these matters.
How we help
Live life to the full
We understand your unique needs, challenges and problems. We work with you to coordinate a structured, focused and ongoing plan to ensure opportunities are maximised and you can get on with what you do best.
We create a financial plan that identifies how you can control your position, enjoy time away from the office and financially maximise opportunities. Your financial plan will create a retirement strategy so you can walk away on your terms and be financially independent and emotionally satisfied.
In our recent survey of financial planning clients, we received the following feedback…
89
%
of respondents were very satisfied with the service and advice they received
95
%
believe that working with us has helped them achieve their financial goals
94
%
were happy with the communication we made between meetings.
*of the 65 who responded to the survey of 205 financial planning client families.
How it works
Our Financialsense® programme
We achieve your goals through our financial planning programme, Financialsense®. Through the creation of a dynamic financial plan combined with ongoing planning, we deliver multigenerational financial freedom. This ensures your estate planning is in order and you can transfer wealth to younger generations to mitigate Inheritance Tax.
Client stories
Let our clients do the talking
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.
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.
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.
