Who we work with

At Henwood Court, we work with “normal people done well”.

By “normal people done well” we mean you will have accumulated wealth, have needs that are sometimes complex, you are busy with work and life, and need a trusted adviser who can handle the financial tasks you need to delegate. Your aim will be to ensure dangers are eliminated and opportunities are captured.

Our client bank is made up of executives, tax and legal professionals, retirees and many successful and established business owners.

As the owner of an established and successful business, you will have specific needs and particular challenges when it comes to planning your future.

You might be wondering:

“You cannot compare them to my previous advisers, as 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

“How can I create a bit of time for myself, my interests and my loved ones when I have so much on my plate at work?”

Your day is full of challenges. You’ve created a successful business that has monopolised your waking hours and left you precious little time to pursue other interests and fully enjoy life. And then there’s your health. You know you need to start exercising more and eating better, but it just feels impossible right now and you can’t see things getting any easier any time soon. The business isn’t yet in a place where you can simply just walk away: you’re still the glue that holds it all together. So, what can you do?

“Who can I turn to as a sounding board? It’s lonely running my business with decisions falling on me every day.”

Running a business, feeling like everything rests on you, can be a lonely, stifling kind of pressure. You’ve got your staff to think of, turnover, profitability, not to mention staying ahead of the pack. It would be nice to have someone to share that responsibility with and bounce ideas off.

“I pay so much tax! Am I missing out on opportunities to legitimately reduce my liability?”

When so much of your time is taken up on simply running the business, there’s often not much left for the planning and strategising that could benefit you – and reduce your personal and business tax bill. Could you be missing out on opportunities to personally extract money from your business without incurring more tax? Even if you have the time to dive into the complex world of tax, pensions and investing, it’s a minefield that can be, well, taxing.

“When can I exit my business? And, when I do, will my family and I be able to maintain the lifestyle we have become accustomed to?”

You’re thinking about how to make your exit from your business but you’re not sure when and how to go about it. There are so many options. You may want to maintain shares and handover to your top team. Then again, you could just sell and walk away but the question is, to who and for how much money? You need a succession plan, but it feels an enormous task to tackle.

If these are the kinds of thoughts you are having then we may be able to help.

About us

We are a multi-award winning, lifestyle-based Chartered financial planning and wealth management boutique.

We specialise in helping established, successful business owners in the third phase of their business cycle, understand what their best life looks like and crucially, we help them to live it.

We’re here to help you achieve more satisfaction and meaning in your life and give you a greater sense of control over your wellbeing.

Working with us, you’ll also receive access to an evidence-based investment strategy – Portfoliosense® – A smarter way to manage your money.

Financialsense^®

Our clients achieve results through our Financialsense^®Coaching Programme, a money concierge service that aligns your personal and business finances.

Financialsense^® will:

Give you access to your own dedicated expert team who will take care of you and your family’s finances, helping you to create, protect and distribute your wealth
Enable you to get financially well-organised, save you money, and make you money
Save you time – perhaps your most precious asset
Deliver “carefrontation”, acting as a coach, counsel, and critical friend
Provide a “Second Opinion Service” on matters outside of financial advice
Help you to define what your best life looks like and define your purpose; what you want to do with the time you have left on this planet.

How it works

We will plan out the best version of your life, check it is affordable with the help of sophisticated cashflow planning technology, and develop an understanding of your current and projected future assets and resources.

We will model alternative scenarios to show you what you could achieve by making smaller, or larger, changes. And we will build you a personalised financial plan that outlines what remuneration you need from your business to achieve your goals and a create a financial strategy to achieve this life.

Ongoing support

We will check in on your life and financial plan at regular intervals to keep you on track with the inevitable changes in circumstances and objectives.

The benefits to you

You will see many benefits from engaging with the Financialsense^®Coaching Programme.

Our clients say that working with us gives them:

Relief that they have a financial life plan in place, and an expert team working with them to execute the plan and keep them on track
The ability to make smarter financial decisions, dealing with issues and taking advantage of opportunities
Greater tax efficiency
Money savings and better returns on investments through access to our evidence-based investment strategy – Portfoliosense^®
Peace of mind that in the event of your death or medical incapacity the business and your family are financial safeguarded, and the business can carry on as normal
Decreased sense of loneliness at the top with access to peer support through Businesssense^® – our network of business owners
A sense of freedom and confidence, knowing that it is possible to walk away from the business, with financial independence at a time of their choosing with a flexible exit strategy and Succession Plan

A sense that Henwood Court are part of the family, working to provide not only financial freedom for you, but multi-generational financial freedom benefiting from your hard work.

What our clients say

But don’t just take our word for it…

Read our client stories

Heidi Birch

5. June, 2021.

My husband and I have been clients of Henwood Court for over a decade. They originally provided advice when I was a director of a successful Private Health Company. They have given us good solid advice through various situations in our life including when my husband was critically ill, when we needed to contemplate using our pension funds to raise money for our business expansion and on both my husbands and my retirement. They are always approachable and responsive to our queries and have been able e to provide us both with peace of mind when reviewing our financial planning for retirement. They not only do the 'number crunching' that is important for our financial well being but they also help us to focus on our aspirations for our future. I would highly recommend them

Carol Jones

4. May, 2021.

We were first introduced to Nick through a mutual friend and business associate in the summer of 2009. At the time we were looking for financial advice and based on a number of recommendations we became a client that year. We have always found Nick to be friendly, approachable, professional, competent, diligent and trustworthy. He has instilled all these attributes into the team he has built over the years at Henwood Court. The advice given is a tailored approach built on the foundation of understanding your needs and aspirations. This personal approach always has the clients best interests in mind in any advice given which they make straight forward and easy to understand even for those people with little financial background or expertise. It is often difficult to recommend companies to other people but we have done this over the years with Henwood Court and those friends like us have us remained very happy clients to this day. Thank you Nick and your team for looking after our financial affairs which we know are in very capable hands.

Chris G Reynolds

26. April, 2021.

My wife Nancy and I joined the Henwood Court family 12 years ago after my early retirement/redundancy in 2009. During that time they have just always been there for us, going that extra mile to understand our financial needs and wishes and putting plans in place to help us reach our goals, flexing these as needs be along the way. More than that though, they support us emotionally, whether that be through change of circumstance for ourselves or close family, or through the ups and downs of the investment markets. In the last year or so they have been very visible to us through the Pandemic with phone calls (thanks Paul) and various posts and social media notifications ensuring that we remain connected. 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! Thank you Nick and the Henwood Court Team, you're the best, as the mounting list of Industry awards attests.

Jim Hayter

10. April, 2021.

We have been clients of Henwood Court for over two years and can't recommend them highly enough. Nick and his team take a very personal approach to their clients using the first few meetings to get to know us and helping us to work out what was really important and what we wanted to achieve before looking at any financial details. This was an excellent approach and worth the investment in time as we are now in a position where we have a highly detailed plan focused around what we want to achieve and will also enable us to retire many years earlier than we expected. Through the time we have spent with the team, we have built up the confidence that they have the knowledge and skills to adapt the plan as needed and will continue to manage us and the plan over the years to come. The whole experience has been excellent for us and we thoroughly recommend them.

Lisa Welbourn

30. March, 2021.

We have been clients of Henwood Court for 10 years or more now and can't recommend them highly enough. Our investments and pensions have been managed in a very professional manner. Nick and every member of Henwood Court treats us like a friend, and know us like people not just clients. It gives us confidence that they understand our goals and aims and can support us to achieve them. They provided extra support during my recent early retirement leaving me with no doubts that it was the right financial decision to take. if you're looking for help with your financial planning, then we would recommend you take a look at this company

Paul Tock

8. January, 2021.

Henwood has been great for us. Firstly, we've had high quality professional and sound advice on personal financial planning and investments. Secondly, the staff in the back office administration are very efficient and responsive. They do what they say they will do and always promptly. Initially we were some what reticent about taking advice from anyone and took some persuading, but we needn't have worried. Not only are they highly competent financial advisors looking after our interests, they also go out of their way to provide so much more to help you realise your ambitions. Having had our eyes opened we've done so much more than we thought possible in retirement. Thank you Henwood.

Iain Shore

5. January, 2021.

Since we were referred to Henwood Court in 2013, well before we retired, we have felt as though we have been looked after almost as family members. The diligent care, interest and attention which Jason put into assessing our needs from the outset were exemplary, and this has continued at every meeting, whether face to face or online. It almost seems as though Henwood Court know us better than we do ourselves! The professionalism which has gone into sorting out our slightly differing needs and sources of income has meant that we have been able to enjoy our retirement knowing that we are being well looked after. No one else, other than, perhaps one’s solicitor, ever engenders in a client this feeling of absolute trust, not a word often used in business these days. The coffee’s pretty good, too..... We cannot recommend them highly enough.

Gill G

18. November, 2020.

I have used Henwood Court since I took early retirement 10 years ago. They have always been very friendly and very helpful. Not only do they manage my portfolio expertly I have also been able to ask about other professional issues and they have always been able to point me in the right direction. I can contact Jason at any time and I will always get a speedy and helpful response.

Mike Brown

16. November, 2020.

My wife and I first signed up with Henwood Court in 2013 and it was one of the best financial decisions we ever made. Nick, Victoria and the whole team aren't just our financial advisers, they are part of our extended family who are as much interested in our lives and happiness as they are our portfolio performance. We can't recommend Henwood Court highly enough. They are so professional, friendly and caring whilst also managing investments with amazing competence.

Neil Hallsworth

5. November, 2020.

My wife and I have been clients of Henwood Court for around 7 years, and have nothing but praise for the help and support provided by Jason and other members of the team. It is very reassuring to be able to get on with retirement (present restrictions aside!) knowing that they have our best interests at heart, and are always there for help and advice whenever needed. Heartily recommended!