What makes us different?
We are a multi-award winning, lifestyle-based firm of Chartered Financial Planners who are focused on your financial success. Your goals and aspirations are at the heart of what we do.
Expert financial advice
We’re proud to be Chartered
Our team are experts at what they do and we’re proud to be Chartered Financial Planners, as awarded by the Chartered Insurance Institute (CII). This is the ‘gold standard’ of financial planning and positions us amongst the UK’s leading practices.
Advice you trust
We’re an award-winning team
We’re specialists at working with business owners and those approaching retirement, proven by the number of awards we have won in this area. Our reputation is cemented through Nick Platt’s book, Retireability, which helps people transition from work to retirement.
Our awards RetireabilityIn 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.
Meet our team
We’re a boutique firm
Each planner only works with a handful of clients at any time so you’re getting a dedicated service. You’ll have your own experienced and highly qualified team of experts working with you from outset, including your own Chartered Financial Planner, a Client Service Specialist or Associate to get everything organised, and a technician. You’ll also have access to our professional alliances who are the best in their class.
We get to know you on a personal level and will be here to give you the attention you need. You’ll always find a high level of comprehensiveness within everything we do.
How we work
Our Financialsense® process
The Financialsense® Discovery Programme is how we begin the getting to know you process. It creates a financial plan which will address your immediate advice needs and design a strategy to achieve your objectives through the smart management of your money. Our mission is to help you live a better life.
Our Value Guarantee
Getting much more for your money
We pride ourselves in doing far more than just portfolio management and being ‘the pensions and/or the tax adviser’. Our Financialsense® programme is designed to provide more service, care and attention, resulting in far more value than typical advisory or wealth management fees will deliver – that is our value guarantee.
Client stories
What our clients say
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.