Who we work with

Helping you achieve the lifestyle you deserve with a premium service that has your goals at the heart of everything we do.

Who we specialise in working 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, life, or retirement, and need a trusted adviser who can handle the financial tasks you need to delegate.

We specialise in delivering a genuinely unique personal service to business owners before and at the point of exit, and people retired needing expert support for themselves and their family, or people planning their retirement, who might be senior executives or tax and legal professionals.

We will support you through these key financial moments in your life by helping you to realise the outcomes you want. Our experience in managing transitional change has taught us the most effective ways to maximise return from these milestones, freeing you from the day-to-day worry of managing, protecting and growing your wealth.

If you are facing a major financial decision and have planning and investment needs, we are here for your life journey and for those you care about most.

How we help

Incomparable support at the time when you need us the most

Successful
business owners

We understand your unique needs and specific challenges when it comes to planning your future.

Those planning
for retirement

Ensuring you achieve and maintain financial freedom for you and your family for the years to come.

contact us

We’re here to help

0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE

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