Our fees
We provide significant value and exceptional service with simple, clear and transparent fees tailored to your individual needs.
How we work
Remarkable value and service
While we would love to quote our precise fees here, because we have a range of services personalised to your needs, that’s not possible.
However, no one likes surprises. So we will explain the approximate cost of our services. After our initial introductory meeting, which is held at our expense, we’ll provide you with a full breakdown of our fees. That means you will know exactly what you will pay if we choose to work with each other.
The only thing below average about Henwood Court is their fees. Having moved from my previous wealth manager to Henwood Court, I benefited from my fees dropping and the services massively improving. The value is much better. They have guided me towards financial freedom, ensuring I have enough and keeping my plan on track. You cannot compare them to my previous advisers, what we get is so much more and so much better. They’re not the best at what they do, they’re the only ones that do what they do.
Dean Harper
Business Owner
Our Fees
Our Value Guarantee
We provide great advice, outstanding service, care and attention that results in far more value than typical advisory and wealth management fees deliver.
However, we understand that engaging with a financial planner, especially if it’s your first time, can make some people nervous. So, we want to make it easy for you.
Our Value Guarantee means that after six months, if you do not feel that you have received value above the fees paid, we will offer a full refund of the ongoing advice fees you have paid, and we will part as friends.
This excludes the value of any implementation fees paid or costs incurred from the parties, such as fund managers or investment platforms.
Our fees
Our ongoing fees
Our service is far from average. We are confident that we provide a significantly more comprehensive service than the average advisory firm and that we give more for less. That’s our Value Guarantee.
Joanna DavisApril 26, 2023.We have been really happy with the service we have had from Henwood Court. Over the last couple of years they have helped us navigate some complicated issues and come to a clear understanding of how to address our current and future financial needs. Declan and Lenea have been helpful, responsive, clear and supportive. They have also gently nudged us when needed and kept us on track. We would highly recommend Henwood Court to anyone looking for advice and help with their financial planning
V ColeApril 6, 2023.Henwood Court were recommended to me & I have been most ably assisted by them for over 5 years. It is an absolute pleasure to deal with them. Nick, Helen & Yvonne are a wonderful team. They really take the time to get to know my circumstances & have consistently provided me & my family with excellent bespoke planning & advice. Nothing is too much trouble & I can contact them at any time & they are always very happy to assist. They also provide regular updates on Financial news, Budget information & changes to legislation & were wonderful at keeping in touch with relevant & reassuring information throughout the Pandemic. They make a point of keeping in regular touch throughout the year, making you feel a valued client & one of the family. I very highly recommend them to anyone thinking of seeking Financial Planning & Retirement advice.
Mark VenablesMarch 6, 2023.Having always managed our own finances, I thought I knew best what to do and where to put the money portfolio we had accumulated over many years working and providing for our family. But as we both approached retirement, the decisions became more complex and difficult and that’s when we both realised we needed professional help to make sure we made the best decisions for both of us and our family. A recommendation was made to contact Nick Platt and his team at Henwood Court and after eighteen months of various meetings with Nick and Steven, my wife and I feel like we are in a much better place with our finances. A full financial review has taken place and the suggested investments and recommendations have been seamlessly carried out and we fully trust their advice. The customer service by everyone at Henwood Court is very impressive and it feels like they really want to help you and you are not just another client on the books. My wife and I would definitely recommend Henwood Court.
Rebecca StooksFebruary 11, 2023.Since working with Henwood, we have found ourselves worrying less about our finances with the peace of mind that they are being managed effectively - when previously we didn’t have the time or inclination to manage these effectively ourselves, but knew we ought to be! It’s also great to have a team keeping us on track with important administrative tasks too, as part of our annual reviews. In failing to prepare, you’re preparing to fail and this applies to most aspects in life, including retirement, and we feel Henwood allow us to be confident that we are doing the best to meet our future goals.
Jane TaylorFebruary 2, 2023.We’ve worked with Henwood Court for sometime and absolutely love their ethos. We know we are always getting the best advice for our situation and they have our future plans at the heart of what they do
Graham CouparNovember 18, 2022.I was originally talking to a competitor of Henwood Court. This coincided with Nick having his book published which I read with great interest. Having done so it was obvious I needed to be with Henwood Court - the difference was palpable. Since initial contact in 2019 I have always been very impressed with the professionalism and enthusiasm by all you encounter within the company. You are encouraged to test your assumptions, all in a very positive / proactive and helpful manner. This alone has caused me to change tack on a number of issues to my benefit. I would have no hesitation in recommending Henwood Court - forget the rest and head straight to them! Dr Graham Coupar
David MillsNovember 1, 2022.We have been with Henwood Court for many years. We have always been happy with their service. It's small enough to have the personal touch, but not too small. They keep you very well informed when things are happening in the world. They encourage you to go out there & enjoy your life (obviously within your means). We have confidence in them to look after our finances. I would recommend Henwood to friends & family (I have many times).
Paul RyanSeptember 24, 2022.I’ve worked with Nick and his team from their earlier days of conception. Having passed a few colleagues and friends their way I cannot fault the service, professionalism and friendly service they offer. I would have to admit that I have never treated my pension planning with the importance that I guess it requires. However, this may be down to the fact that I feel it’s in safe hands. Now I’m approaching the age that it could have an impact on my future earnings I’m pleased I left it with them. Wouldn’t hesitate passing on their details to any family, friends or colleagues. Great team and business well done. PS. One area Nick doesn’t excel in is spending money on anything horse related !!
Will HarrisSeptember 21, 2022.Nick and the team have been unbelievably helpful and supportive over the years guiding us gently and demystifying the complex world of financial planning. We would recommend to anyone.
Darren EllisApril 30, 2022.Nick and his team have provided my wife and I with invaluable help and support with our financial planning. They have spent a great deal of time getting to us know as individuals and in seeking to understand our personal and financial goals. We now have a retirement plan that we can believe in. But they also recognise that plans need to be flexible to changing circumstances so their review process has been a great comfort in keeping us on track. It is also worth saying that all the staff we have met have been friendly, knowledgeable and incredibly helpful. Their regular newsletters are a great way of keeping up to date with the latest financial news.
Financial plan
We charge a flat fee, which starts at ÂŁ2,000. It is personally costed according to your needs and complexity.
This includes:
- All new clients are taken through our comprehensive Financialsense® Discovery Programme. This is unique to us and designed to provide our clients with immense value.
- We spend around 30 to 40 hours getting to know you and creating your financial life plan.
Any fees are currently VAT exempt.
Implementation
We typically charge 1% of the amount invested.
This includes:
- Rearranging investments or pensions
- Research
- Written recommendations
- Arrangement
- Administration
For example, if you invested ÂŁ500,000, we would charge you ÂŁ5,000.
If you would like to switch or consolidate some of your existing pension or personal investments to an alternative provider, we charge 1.5% of the level of funds rearranged, subject to a minimum fee of ÂŁ1,500.
For example, if you invested ÂŁ500,000, we would charge you ÂŁ7,500.
Any fees are currently VAT exempt.
Ongoing planning
Our ongoing advice and service fee is 1% of assets under management each year (subject to a minimum annual fee dependent on the service selected) and is tapered down as your assets under management increase.
This includes:
- Annual reviews to keep you focused on meeting your goals and objectives
- Continued advice on wealth management matters.
- Working with your trusted professionals.
For example, if you had ÂŁ500,000 of assets under management, we would charge you ÂŁ5,000 per year.
Any fees are currently VAT exempt.
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.
Client stories
Let our clients do the talking
We didn’t get here by accident. We had help from Henwood. We feel incredibly lucky and fortunate to have this time.
If I was to have planned what I would want from a service, Nick and his team have ticked every box.
We can rest assured that the decisions we are making are good ones and that our family and children are going to be looked after.
We’re heading in a much better direction than we’d ever get to with another financial adviser. It’s not too strong to say it has changed our lives.
A business owner should engage with a financial planner at the earliest opportunity so they build up a relationship and have a support network behind them.
Some of the questions Nick was asking us were much broader than just looking at finances, he was looking at lifestyle choices.
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.
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.
I’ve been impressed by the way Nick has chosen to work with a select number of higher value clients, which means the business can deliver a highly personal service.
One of our friends had recommended Henwood and we were immediately impressed.
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.
I felt an instantaneous connection with Henwood and the way they operate their business. They have a totally customer-centric and relationship-based approach.
