Business Owner Testimonials

Paul Armson

Paul Armson

The fundamental difference between Henwood Court and traditional financial advisers is that they spend a great deal of time doing the most important thing: learning about their clients, their businesses, their aims and ambitions... because they know they can't offer advice if they don't know what the client aims to do with his or her life.

Maybe traditional financial advisers are trying to look after too many clients to offer a truly personal and bespoke service. They are also too focused on the products they are selling rather than the clients' needs and objectives. However, Nick and his team at Henwood Court are committed to offering a private client experience driven to help clients achieve their goals and objectives.

Nichola Balmer

Nichola Balmer

Nick is a great pleasure to work with. Like many business people I struggle to make time for important things like my financial future but Henwood Court takes the pain out of all that!

Their approach is always tailored to my individual and changing needs - it's never 'one size fits all' - and as a result I have great confidence that I stand a chance of meeting my lifestyle goals and ambitions with their good advice and guidance.

John Booth (MD) & Dr Alison Booth

 

There we were, mid-50s, kids grown up, busy at work, and no thoughts of how to plan our lives and finances for the future. Nick and his team at Henwood Court were recommended to us so we decided to take stock and see if he could at least review our situation. Our previous dealings with banks and financial advice had been mixed, and Alison was, putting it mildly, sceptical about the outcome.

We were asked to complete a wide-ranging assessment of our current income, expenditure and savings a major eye-opening exercise in itself. He then took a great deal of time, care, and effort to understand us as people. He really enabled us to think and question what we were doing and where we wanted to be, and he and his colleagues have helped us see and plan a way forward. We've certainly had conversations we would never have with other financial advisers, and he has then facilitated the plans we've made in a capable and professional manner.

The level of care and service is exemplary from all the team, and we truly feel that our finances are in order for us and our wider family. This brings peace of mind, and we are very happily following Nicks instructions to take more holiday!

Finally, I can honestly say that I can't think of a way in which Nick and his team could be more helpful or professional. The service level should be an example to all.

Keith Busfield

Keith Busfield

I hate pensions. Finance is not my no. 1 interest in life. And I really hate being sold to. Henwood Court are different. They actually help me to think though life's key priorities and milestones and provide tailored sensible, relatively jargon-free advice on how best to make appropriate provision. Thank you.

Richard Case

Richard Case

I initially met Nick when he was advising a close friend - I went along to the meeting as a spare pair of ears! I was instantly impressed with Nick's in depth grasp of his subject and the expert knowledge he brought to bear. I've since become a client and especially value the way Nick tailors his advice to suit my individual and changing needs.

Richard Dowsett

Richard Dowsett

I run a busy family business and have a hectic social life with many hobbies to keep me occupied with life. Because of this situation I find little time left to manage our financial affairs and to be honest, I have little interest as there is always something else of more interest to do.

We were introduced to Nick by my accountant over 7 years ago and have found Nick and his team very good. Nick has helped us to understand what we want out of life and helped us greatly in achieving our goals. We would highly recommend their professional advice and services.

Chris Rinaldi

Chris Rinaldi

I have been a client of Henwood Court for over 10 years and feel safe with them advising and managing my financial affairs. Henwood Court work hard to develop the client relationship and understand the client's needs. They have various tools to profile the client which help ensure that he client is offered services that suit their needs. Whilst Henwood Court offer their considered advice they understand and respond to the client's wishes.

This is important because wealth management is as much about the client being comfortable with investment decisions rather than simply matching your risk profile. Henwood Court advise me on wealth management and managing my pension and investment funds. I would recommend that you meet them to appreciate their approach.

Steve Rushton

Steve Rushton

I have known of Henwood Court for a few years, and switched from my previous Financial Adviser to Henwood Court in 2009. They did a great job in advising me and I look forward to working with them for years to come.

Sarah Perris

Sarah Perris

Nick has been my financial adviser since I met him in 2004, so he must be good! He is also very responsive and efficient, easy to get along with and he actually listens...

Gaye Morris

Gaye Morris

As a client of Henwood Court for a number of years I can say that they have my back.

I am a busy professional with little time or inclination to manage my own financial affairs. But, as important as this is, they do far more than just managing my money.

They have spent a considerable amount of time getting to know and understand me and my family. I have a financial life plan, which I review regularly, and they partner with me to help me achieve my goals and indeed keep me on track.

I am not a faceless number, but an individual who is personally looked after by a well-qualified and professional team. When I want or need something, they get it done, but perhaps more importantly, they proactively make me aware of the issues that could have an adverse impact upon me, and tax saving or investment opportunities that I did not know even existed.

I have full confidence in their knowledge, skills and ability, and they give me an enormous amount of peace of mind, knowing that if I am not able, or not here, they can help my family organise my affairs, and continue to look after their needs and care for them as they care for me.

I am very happy with the performance of my portfolio which they manage on my behalf, while they have a network of other trusted professionals whom I often tap into when in need of advice.

Henwood Court is like a close friend, someone you can trust, share things with, knowing they always have your best interests at heart, and are there for you in good times and bad. This is something I cannot put a price on.

It is a special place created by special people.

Jill Ogden

 

I have worked with Nick and Henwood Court for over 10 years. They are very experienced and provide consistent reliable advice tailored to specific needs, and I can certainly recommend them.