No ordinary financial planning company
Great financial planning is about living a rich life, not just a wealthy one. We’ve spent 20+ years helping successful professionals and busy business owners do just that.
As a boutique firm of multi-award-winning chartered financial planners we don’t just advise on pensions and investments: we help you achieve financial freedom and a better life.
We know trust is everything to you: it’s everything to us, too. We develop meaningful long-term relationships with our clients – supporting them through life’s challenges, holding them accountable, and inspiring them every step of the way.
Our process
01
Getting to know you
We delve deep into your finances, dreams and goals using our transformative Financialsense® Discovery Programme.
02
Creating the plan
We build the life plan, financial plan and wealth management strategy that’ll build sustainable wealth to protect you and your family for generations to come.
03
Keeping you accountable
We keep you on track with tailored support and advice when you need it, and an in-depth annual progress meeting.
What is Financialsense®?
Once you become a client of Henwood Court we’ll take you through our unique Financialsense® Discovery Programme where we go deep into your savings, investments, assets, pensions and estate plan, as well as your life goals and dreams.
Financialsense® is designed to provide exceptional service, care and attention, resulting in greater value than most advisory or wealth management fees deliver. We call this our value guarantee.
It’s a vital step to creating the dynamic plan that’ll help you live your best life through the smart management of your money – delivering and managing financial freedom for your family, ensuring your estate planning is in order and mitigating inheritance tax.
What makes us different?
Proud to be chartered
Our dedicated, highly qualified team are experts at what they do. We’re proud to be chartered financial planners – the gold standard of financial planning in the UK.
An award-winning team
We’ve won multiple national awards for our knowledge, expertise and exceptional service, giving you peace of mind that your money – and your life – is in safe hands.
Small but mighty
Each financial planner works with a select number of handpicked clients to ensure we offer an exclusive, premium, personalised service that exceeds your expectations.
Ready to experience the Henwood difference?
Book your introductory call today
Find out more“Our client commitment is simple. We will care about you and be more devoted to helping you achieve your financial and life goals than anyone in the world.”
