Creating your tomorrow
Chartered financial planning creating exceptional futures

about us
Financial planning that changes people’s lives
We are a multi-award-winning Chartered financial planning and wealth management firm. We work with a range of clients, including business owners, senior executives or professionals, those thinking about retirement and those who have already retired.
We have the knowledge and experience to support your objectives. You will benefit from the comprehensiveness and depth of our highly personalised financial planning service. You will have access to your own expert team, the rigour of our investment process and a virtual family office via our trusted network of professionals.
Find out morewhat we do
We are devoted to achieving your financial and life goals
Our expert team will help you understand your objectives and create a financial planning strategy to enable you to live this life through the smart management of your money. We will become your professional friends and deliver you peace of mind.
How we help
We specialise in delivering a premium service to our clients
Business owners
Align your personal and business finances to achieve financial independence.
Senior executives
& professionals
We work with you to enable you to live your best life and plan for the future.
Planning
for retirement
Ensure you are both emotionally and financially ready for retirement.
In retirement
Achieve and maintain financial freedom for you and your family for years to come.
Client stories
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.
Dominic & Jane Facci


If I was to have planned what I would want from a service, Nick and his team have ticked every box.
Douglas Cave


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.
Joe & Jessica Barker


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.
John Booth


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.
Mark Harris


Some of the questions Nick was asking us were much broader than just looking at finances, he was looking at lifestyle choices.
Ian & Lou Farnworth


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.
Andrew & Diane Messenger


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.
Malcolm & Cynthia Pollard


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.
Dick Elsy


One of our friends had recommended Henwood and we were immediately impressed.
Andy & Trudy Cooke


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.
John & Sarah Glasgow


I felt an instantaneous connection with Henwood and the way they operate their business. They have a totally customer-centric and relationship-based approach.
Gaye Morris
Meet our team
We only deliver top-quality service
Nick Platt
About Nick
Managing Director & chartered financial planner
Jason Ashman
About Jason
Director & Chartered Financial Planner
Victoria Platt
About Victoria
Client Relationship Director
Peter Robbins
About Peter
Director of Investment & Technical
Helen Allen
About Helen
Chartered Financial Planner
Anthony Richards
About Anthony
Chartered Financial Planner
Simon White
About Simon
Chartered Financial Planner
Elliot Newton
About Elliot
Associate Financial Planner
James Arnold
About James
Associate Financial Planner
Lee Oliver
About Lee
Associate Financial Planner
Naomi Banks
About Naomi
Associate Financial Planner
Stephen Heslegrave
About Stephen
Associate Financial Planner
Suleman Mughal
About Suleman
Associate Financial Planner
Lynette Coffey
About Lynette
Technical Client Associate
Katherine Woolley
About Katherine
Technical Assistant
Laura Smith
About Laura
Senior Client Service Associate
Jo McCreadie
About Jo
Client Service Associate
Julia O’Leary
About Julia
Client Service Associate
Lenea Appleby
About Lenea
Client Service Associate
Peter Roberts
About Peter
Client Service Associate
Yvonne Till
About Yvonne
Client Service Associate
Kurtis Bedward
About Kurtis
Trainee Associate Planner
Georgia Platt
About Georgia
Business Support Executive
Adrian Cutler
About Adrian
Non executive adviser
John Wright
About John
Compliance Consultant
Joanna DavisApril 26, 2023.Trustindex verifies that the original source of the review is Google. We have been really happy with the service we have had from Henwood Court. Over the last couple of years they have helped us navigate some complicated issues and come to a clear understanding of how to address our current and future financial needs. Declan and Lenea have been helpful, responsive, clear and supportive. They have also gently nudged us when needed and kept us on track. We would highly recommend Henwood Court to anyone looking for advice and help with their financial planning V ColeApril 6, 2023.Trustindex verifies that the original source of the review is Google. Henwood Court were recommended to me & I have been most ably assisted by them for over 5 years. It is an absolute pleasure to deal with them. Nick, Helen & Yvonne are a wonderful team. They really take the time to get to know my circumstances & have consistently provided me & my family with excellent bespoke planning & advice. Nothing is too much trouble & I can contact them at any time & they are always very happy to assist. They also provide regular updates on Financial news, Budget information & changes to legislation & were wonderful at keeping in touch with relevant & reassuring information throughout the Pandemic. They make a point of keeping in regular touch throughout the year, making you feel a valued client & one of the family. I very highly recommend them to anyone thinking of seeking Financial Planning & Retirement advice. Mark VenablesMarch 6, 2023.Trustindex verifies that the original source of the review is Google. Having always managed our own finances, I thought I knew best what to do and where to put the money portfolio we had accumulated over many years working and providing for our family. But as we both approached retirement, the decisions became more complex and difficult and that’s when we both realised we needed professional help to make sure we made the best decisions for both of us and our family. A recommendation was made to contact Nick Platt and his team at Henwood Court and after eighteen months of various meetings with Nick and Steven, my wife and I feel like we are in a much better place with our finances. A full financial review has taken place and the suggested investments and recommendations have been seamlessly carried out and we fully trust their advice. The customer service by everyone at Henwood Court is very impressive and it feels like they really want to help you and you are not just another client on the books. My wife and I would definitely recommend Henwood Court. Rebecca StooksFebruary 11, 2023.Trustindex verifies that the original source of the review is Google. Since working with Henwood, we have found ourselves worrying less about our finances with the peace of mind that they are being managed effectively - when previously we didn’t have the time or inclination to manage these effectively ourselves, but knew we ought to be! It’s also great to have a team keeping us on track with important administrative tasks too, as part of our annual reviews. In failing to prepare, you’re preparing to fail and this applies to most aspects in life, including retirement, and we feel Henwood allow us to be confident that we are doing the best to meet our future goals. Jane TaylorFebruary 2, 2023.Trustindex verifies that the original source of the review is Google. We’ve worked with Henwood Court for sometime and absolutely love their ethos. We know we are always getting the best advice for our situation and they have our future plans at the heart of what they do Graham CouparNovember 18, 2022.Trustindex verifies that the original source of the review is Google. I was originally talking to a competitor of Henwood Court. This coincided with Nick having his book published which I read with great interest. Having done so it was obvious I needed to be with Henwood Court - the difference was palpable. Since initial contact in 2019 I have always been very impressed with the professionalism and enthusiasm by all you encounter within the company. You are encouraged to test your assumptions, all in a very positive / proactive and helpful manner. This alone has caused me to change tack on a number of issues to my benefit. I would have no hesitation in recommending Henwood Court - forget the rest and head straight to them! Dr Graham Coupar David MillsNovember 1, 2022.Trustindex verifies that the original source of the review is Google. We have been with Henwood Court for many years. We have always been happy with their service. It's small enough to have the personal touch, but not too small. They keep you very well informed when things are happening in the world. They encourage you to go out there & enjoy your life (obviously within your means). We have confidence in them to look after our finances. I would recommend Henwood to friends & family (I have many times). Paul RyanSeptember 24, 2022.Trustindex verifies that the original source of the review is Google. I’ve worked with Nick and his team from their earlier days of conception. Having passed a few colleagues and friends their way I cannot fault the service, professionalism and friendly service they offer. I would have to admit that I have never treated my pension planning with the importance that I guess it requires. However, this may be down to the fact that I feel it’s in safe hands. Now I’m approaching the age that it could have an impact on my future earnings I’m pleased I left it with them. Wouldn’t hesitate passing on their details to any family, friends or colleagues. Great team and business well done. PS. One area Nick doesn’t excel in is spending money on anything horse related !! Will HarrisSeptember 21, 2022.Trustindex verifies that the original source of the review is Google. Nick and the team have been unbelievably helpful and supportive over the years guiding us gently and demystifying the complex world of financial planning. We would recommend to anyone. Darren EllisApril 30, 2022.Trustindex verifies that the original source of the review is Google. Nick and his team have provided my wife and I with invaluable help and support with our financial planning. They have spent a great deal of time getting to us know as individuals and in seeking to understand our personal and financial goals. We now have a retirement plan that we can believe in. But they also recognise that plans need to be flexible to changing circumstances so their review process has been a great comfort in keeping us on track. It is also worth saying that all the staff we have met have been friendly, knowledgeable and incredibly helpful. Their regular newsletters are a great way of keeping up to date with the latest financial news.Google rating score: 5.0 of 5, based on 69 reviews
Our awards

Finalist
Marketing Influencer of the Year
Professional Adviser Women in Financial Advice Awards 2025

shortlisted
Best Retirement Advice Firm 2025
Money Marketing Awards 2025

winner
New Model Adviser top 100
Citywire New Model Adviser Top 100 2023

highly commended
Retirement Adviser of the Year 2023
Money Marketing Awards 2023

winner
New Model Adviser top 100
Citywire New Model Adviser Top 100 2022

winner
New Model Adviser Top 100
Citywire New Model Adviser Top 100 2021

top 100
Best Retirement Advice Firm
Money Marketing Awards 2021

HIGHLY COMMENDED
Retirement Adviser of the Year
Investment Life & Pensions Moneyfacts Awards 2021

WINNER
Best Retirement Adviser
Money Marketing Awards 2020

WINNER
Retirement Adviser of the Year
Investment Life & Pensions Moneyfacts Awards 2020

FINALIST
Retirement and Later Life Specialist of the Year 2020
Personal Finance Society Awards

WINNER
New Model Adviser Top 100
Citywire New Model Adviser Top 100 2020

WINNER
New Model Adviser Top 100
Citywire New Model Adviser Top 100 2019

WINNER
Retirement Adviser of the Year
Investment Life & Pensions Moneyfacts Awards 2019

HIGHLY COMMENDED
Retirement Adviser of the Year
Money Marketing Awards 2019

winner
New Model Adviser Top 100
Citywire New Model Adviser Top 100 2018
newsletter
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25/07/2025