About Us

The team at Henwood Court

Henwood Court is a Chartered Financial Planning and Wealth Management Business.

Our approach

We are one of only a few Chartered Financial Planning Firms in the Midlands, the gold standard of excellence and integrity which recognises commitment to high standards of knowledge, capability and ethical practice.

By design, we only act for a relatively small number of clients, a strategy which allows us to devote a significant amount of time and attention to each client relationship.

Our purpose is to help and support our clients so they have the financial confidence and sufficient resources to live the life they want to live today and in the future – but equally do not die with too much.

We offer a highly personalised money concierge service, where we firstly take time to understand our clients’ needs and objectives, then create and implement financial planning strategies and solutions that are regularly reviewed to ensure planning remains on track.

Our clients are happy to delegate the responsibility of managing their money to us, having access to a team of financial experts who understand their needs and objectives, and perhaps, more crucially, build lifelong, enduring and trusted relationships, focused on adding substantial value 'beyond financial'.

“We take a huge amount of pride in the close partnerships we have with our clients. We have earned their trust not through the consistent delivery of high quality planning advice, this is an expectation, but because of a consistent demonstration that we care…”

Victoria Platt – Client Relationship Director

Henwood Court - The advice you need to live the life you want...