Your questions answered

We start with an initial phone call or video call to assess whether we can help. If the answer’s yes we’ll schedule an introductory meeting to get to know you and establish if we’re the right fit for one another.

If we’re confident we can add real value we’ll outline our services and associated fees and invite you to become a client of Henwood Court.

Once you’re happy to commit, we’ll take you through our transformative Financialsense^® Discovery Programme.

With expertise and care at its core, Financialsense^® goes deep into your savings, investments, assets, pensions and estate plan, as well as your life goals and dreams.

We’ll then create your life plan, financial plan and wealth management strategy. The entire process takes between six and 12 weeks.

Call us on 0121 313 1370, email info@henwoodcourt.co.uk or book an initial call. One of our expert financial planners will be in touch.

No, we don’t charge for the initial introductory meeting. It’s our chance to get to know you and see if we’re the right fit.

Just yourselves. If you’re coming to us as a couple, we need to meet you both. The introductory meeting is a get-to-know-you session where we establish whether we’re the right fit and can deliver significant value to your life and financial affairs.

The initial introductory meeting usually takes around 90 minutes. It’s a chance to delve into your hopes, fears, dreams and goals, as well as your financial circumstances, to establish if we’re the right fit.

We talk about you and your world – your likes, dislikes, hopes, fears, dreams, plans, family and goals – as well as taking a look at your financial affairs.

If we’re confident we can add real value to your life we’ll outline our services and approach, and provide an estimate of costs that we’ll confirm in writing before you commit to becoming a client.

When you work with Henwood Court you have a dedicated team of trusted experts looking after you from day one, offering a level of care and personal service you’ve never before experienced.

Your servicing team will include your chartered financial planner – to provide advice and guidance on strategy – your associate financial planner, for technical expertise, and a client service associate who acts as your financial personal assistant.

Each expert financial planner works with a small, select number of clients to ensure we always offer an exclusive, premium, personalised service.

You’ll also have access to our professional partners, including accountants, solicitors, corporate finance firms and insurance brokers.

Ongoing service is tailored according to your needs, but typically includes an in-depth annual progress meeting to keep you on track, with interim checks where necessary. We’re always here when you need us for ad hoc advice and support.

We communicate through our in-house portal and mobile app, Henwood Connect, keeping all the paperwork and information you need in one safe, secure and encrypted location – ready for access whenever and wherever you need it.

We’ll keep you accountable to any deadlines or outstanding actions, and update you with any relevant changes to legislation or markets.

We also hold regular educational webinars on financial and lifestyle topics, and send frequent market insights via email.

Your investments are expertly managed through Portfoliosense^®, our proven, cost-effective investment strategy, based on robust science, empirical evidence and decades of data.

Our goal is to deliver the best possible returns with the lowest possible risk and the lowest possible cost, using state-of-the-art portfolio design.

Yes! We are one of a select few financial planning consultancies qualified to advise on final salary pensions.

Our clients are often leaders in their field: successful business owners, senior executives, retirees and professionals who’ve reached a point where they need expert advice, clarity and a plan for the next phase of their life.

They lead full and busy lives, are often time-poor and are probably thinking about exiting their business, or retirement.

They often have complex financial arrangements, expect a trusted, premium service, and are looking to accumulate enough wealth to enjoy financial freedom, make smart decisions to maintain it, and sensibly distribute their hard-earned cash to those they love.

If this sounds like you, book an initial chat today.

The financial peace of mind, clarity and confidence we deliver definitely reduce those 3am moments! Our trusted financial planning advice and support keep our clients on track to a rich and full life – and not just financially.

Our 2026 survey of existing clients found 97% would rate our service as good or excellent value for money, 97% would recommend us to a friend or family member, and 100% are confident that working with Henwood Court will help them achieve their financial goals.

Most of our meetings are held at Henwood HQ: the beautiful Cruck Barn in Sutton Coldfield, West Midlands. If travelling is difficult we can make alternative arrangements.

Yes, there’s plenty of safe and secure parking at Henwood HQ: the Cruck Barn in Royal Sutton Coldfield in the West Midlands.

While introductory meetings and annual progress reviews happen face-to-face, we’re happy for ad hoc check-ins to take place online, through Microsoft Teams.

We believe in being transparent about what we charge. All costs are outlined and agreed in advance and are tailored to your needs and services provided. Fees include:

• The initial onboarding Financialsense^® Discovery Programme based on the complexity of your affairs and the services you need.
• Switching existing pensions or investments – or arranging new pensions, investments, life assurance plans or other financial products.
• Our ongoing fees are based on a percentage of funds under management, subject to a minimum annual fee for the service level being provided.

Henwood Court are fully independent chartered financial planners with access to the whole of the market.

Chartered status is the gold standard of financial planning, demonstrating the highest levels of technical knowledge through professional qualifications.

Choose a firm of chartered financial planners and you can be confident you’ll receive advice built on rigorous, ongoing professional standards

Investing your money involves a degree of risk – and there’s always a chance you may get back less than you invested.

Your expert financial planner will help you establish your risk profile and decide which financial products and investments are right for you on this basis.

By diversifying investments across countries, asset classes and sectors, our exclusive, evidence-based investment strategy, Portfoliosense^®, spreads investment risk, putting you in a strong position to seek returns wherever and whenever they occur.

And, of course, when you invest your money with Henwood Court, you’re protected by the Financial Services Compensation Scheme.

The financial services industry in the UK is structured to protect clients and provide peace of mind.

Henwood Court is authorised and regulated by the Financial Conduct Authority.

As chartered financial planners, Henwood Court is held to high standards. Chartered status is reviewed and renewed each year – and qualification requires us to meet rigorous, ongoing criteria set by the Chartered Insurance Institute (CII).

We’re also covered by professional indemnity insurance.

We treat your personal information with the utmost respect and have robust systems in place to manage your data. Our internal systems are encrypted and use multifactor authentication to keep your information safe and secure.

We communicate through our in-house portal and mobile app, Henwood Connect – keeping all your paperwork and information in one safe, secure and encrypted location, ready whenever and wherever you need it.

We take complaints very seriously and will always do our very best to resolve issues to your absolute satisfaction. On the rare occasion we can’t resolve your issue, both the Financial Ombudsman Service (FOS) and the Financial Services Compensation Scheme (FSCS) exist for your protection.