Client success stories

“My husband and I recently retired and, although we were looking forward to life after work, we were apprehensive about what we could afford to do and how the change in income would affect our lives.

“Initially, I was sceptical about seeing a financial adviser, thinking we could manage our own finances. Our wellbeing, wishes and aspirations were at the heart of the discussions, and they gave us the confidence to know that we could afford to retire together.

“Just over a year on, our investments are enabling us to enjoy the retirement we had hoped for, with the reassurance that Henwood Court is always on hand to advise and answer any concerns. We are really pleased that we chose Henwood Court and are glad they are on this journey with us.”

“We have been working with Henwood Court for around two years and have been extremely happy with what we have been able to achieve. Their comprehensive review of our financial position, goals and aspirations led to a detailed plan, which we review with them on a six-monthly basis.

“Key to this has been the time they spent getting to know us as people, not just understanding our finances. Their guidance on investments, estate planning and our company pension schemes has been invaluable.

“The relationship is very much a partnership. We feel incredibly well supported and advised, and much more in control and aware of our long-term position. We look forward to continuing to work with Henwood Court for many years to come.”

“Over the last 20 years, we have been extremely well supported by the team at Henwood Court to achieve our life goals and financial peace of mind.

“The team works hard to get to know their clients, and as a result, they provide a very personalised service.

“We have always found that the advice they offer has been promptly given, professional and balanced, and they are available at any time.

“We have great confidence in them.”

“Henwood Court have provided my wife and I with invaluable support and advice for a number of years. Jason is a hugely trusted and well-liked adviser, with excellent support from Laura.

“Jason has guided us through a number of major life decisions, always taking the time to understand our personal situation and that of our family before providing thoughtful and comprehensive advice. His supportive, personable and patient style has been transformative.

“In short, Henwood Court provide an impressively competent and wonderfully supportive service, and we wholeheartedly recommend them.”

“We were recommended to Henwood Court by family members, and we first consulted them 3 years ago.

“They took time to get to know us, and wanted to understand our circumstances, lifestyle and what is important to us in our future, in order to help us to be able to realise our aims.

“They are very approachable and friendly, and we have found them to be very prompt to respond to any queries we have raised along the way. We were very soon made to feel valued clients.

“Within a relatively short period of time, we have been impressed with their advice, knowledge and professionalism.”

“We have worked with Henwood Court for over 10 years and the service from the whole team has been exemplary. Their early planning sessions gave us confidence in our short, medium and long-term financial plans, which we are now seeing come to fruition.

“Without their professional support and guidance, we would not have taken the step to retire when we did. We now regularly have “pinch me” moments as we enjoy retirement, knowing we can achieve our goals financially.

“The advice and support from Henwood Court is priceless. We wholeheartedly recommend them and trust the team implicitly.”

“I have been with Nick and his team at Henwood court for many years now. Everyone is always very knowledgeable yet able to deliver a personal service. Whether it’s the initial assessment of your financial position, understanding you long term objectives, reviewing these as personal circumstances change or a multitude of other financial support activities you always receive tailored financial advice with confidence that the team have your best interested first and foremost.”

“My mother was helped by Nick years ago, before Henwood Court, and I was impressed by his thoroughness and courtesy. My wife and I have transferred our financial affairs to HC, and our son and his wife have done the same. They are efficient and totally reliable and take a lot of trouble to understand individual client concerns. I’m not surprised to discover that they have a high staff: client ratio, and it produces the kind of service I value.”

“I first came across Henwood Court in 2007 when closing a factory in Birmingham, where he provided advice to employees on using their redundancy payments wisely. I was so impressed that I decided to invest my own payoff through Henwood Court.

“The attractions were total transparency, straightforward communication, a focus on what I wanted my money for and when, stress-testing my attitude to risk, and the use of a diversified range of big-name fund managers.

“Since then, customer service has been simple and always helpful. Regular reviews ensure our investment choices are still appropriate to our needs and risk tolerance, and withdrawals and new investments are straightforward.

“Most importantly, although we are modest investors and now periodically disinvesting, we are still treated as important clients.”

“We recently started working with Henwood Court for some much-needed financial planning. The whole team are thoroughly professional, take the time to understand your personal circumstances and provide solid advice in your best interests.

“The highlights for us were the complete trust we have in their judgement, their unbiased advice, and the way they helped us prioritise what is most important to our family. We were made to feel valued throughout and always felt relaxed and at ease.

“We highly recommend the Henwood Court team.”