I was Chief Exec of West Bromwich Building Society and got to know Nick when he worked there. I must have known Victoria and him for about twenty years.
In 2008, a friend who had a farm died and I offered to help his wife sort out their financial affairs and decide what to do with their investments. We went to see three different financial advisers, from a very large firm right down to the three or four people that made up Henwood Court at the time. All three gave good advice, but my friend’s wife chose Nick because of the clear and simple way he explained matters.
A little while later, due to my financial background, I was asked to act as Chairman on Henwood’s Strategic and Development Board, which I did for about five years.
During that time, I asked Henwood Court to create a Trust for my grandchildren as I wanted to make sure a pocket of money was parcelled away for them. In particular, I wanted a firm of advisers who would be able to educate my own children as to how to manage the money in the most effective way. I’m the ‘financial knowledge’ in our family and I know my wife, Diane, won’t be comfortable managing the estate. I needed a team of people I knew I could trust and who would look after her and the kids.
Nick really knows his stuff – at the same time, he’s also personable and makes you feel as though he genuinely cares about doing the best for you. It’s not just Nick though. Everyone at Henwood Court is like that. All the staff know us and give us a warm welcome whenever we go there. I trust the whole team for their knowledge (and I like to think my knowledge is pretty good – they know I’d spot it if something was wrong!)