We cannot stress enough the peace of mind this has all given us to get on with our lives. It's great to skip past the investment adverts in the Sunday papers and think, no thanks, we're all sorted!
Chris Reynolds, retired executive
How it works
Our Portfoliosense® service is designed to deliver disciplined investment management and long-term outperformance at a low cost. This includes behavioural finance support, quarterly commentaries and online reporting. It was born out of the scientific study of how the capital markets work, it is intellectually robust, with all decision-making based on Nobel-Prize winning academic theory and strong empirical evidence.
Within Portfoliosense®, we have a range of risk-based portfolios that have expected returns based on evidence-based research and the historic returns they have demonstrated.
We use these expected returns of the portfolio over certain periods and relate those to your financial plan. We know the return you need to live the life you want to live, and our team is highly qualified to match portfolios with plans to provide the best results.
Investing a lump sum
BENEFIT FROM GREATER RETURNS
If you have recently experienced a life-changing experience, such as selling a business or inheriting a substantial sum of money, you may have many questions about what to do with this large sum.
Whichever situation has led you to invest a lump sum, you want to be sure that your investments aren’t based on a hunch. That’s where our expertise comes in.
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.