Henwood Court deliver a personalised and comprehensive advisory service to its clients through Financialsense®.
The initial stages of the Financialsense® process consists of six steps:
If so, we start with getting to know you…
We believe that unless we know you, we’re not qualified to advise you. The Life Plan provides the map to ensure the directions and the decisions we make on your financial affairs are the right ones from outset. Giving financial advice without knowing you and your plans is a kamikaze approach to managing money. It’s far better (and cheaper) to prepare than repair.
We use sophisticated cash flow software to forecast your position, including considering your current and future resources (investments, pensions etc.) to fund your number, and look at various scenarios all designed to help develop your own strategy for achieving and/or maintaining financial security.