I've spoken to many Financial & Tax Advisors - they always seem to make it so complicated and expensive. Nick Platt at Henwood Court provided a completely different experience:-
Now the issues of protecting my capital, earning more from my savings in retirement and reducing my IHT liabilities are left to Henwood Court and I can get on with enjoying my retirement.
Working with Henwood Court has made a previously painful experience actually quite enjoyable...allowing me to plan ahead with focus and purpose - thank you all.
Nick Platt has been our independent financial adviser (IFA) for nearly 15 years. The last 11 years as a director of Henwood Court Financial Planning Limited. I'm the CEO of a listed PLC and Margaret runs her own business. We both know what we want in principle from our finances but don't have the time or detailed knowledge to execute the plan. This is where Henwood Court has been so helpful, with investment, pension and tax planning advice.
Nick has helped chart our financial future and given us clear visibility of what we can and can't do with our plans. We both feel that Nick is always very approachable and his business model of putting his focus and effort on a limited number of clients, works very well.
Any IFA should act with transparency and we find that Nick is totally open about Henwood Court's fee structure and we think it represents solid value to us. Nick is discreet, professional, caring and trusted and is one of the best IFAs that we know.
I have personally and professionally worked with the Henwood Court team for many years now and see then as a safe pair of hands and continue to have no hesitation in recommending their services to my clients.
We have worked with Henwood Court Financial Planning Ltd for many years and Nick and his team are always extremely proactive, friendly and responsive (shame the same can't be said about some of his clients). The regular review meetings are always very productive with good advice given and despite the troubled markets over the last few years have proven the right advice.
We would certainly recommend Henwood Court to anyone wanting a caring and proactive service (from a man with too many letters after his name).
Going to see Henwood Court is like going for counselling, and what we mean is it forces you to think about and prioritise what is important in your life - so many of us are too busy to do this. Henwood Court gives you the time and the opportunity to align your life's goals with your financial plan and clearly demonstrate and indeed encourage you to do what it is you would like to do.
Henwood Court have acted as our trusted guide allowing us to plan with confidence into the future and have provided reassurance and security. Thank you.
We have worked with Henwood Court for a number of years and the support they provide the business and the senior team on a personal level is excellent.
They deal diligently with matters, politely prompting me where appropriate to ensure that things that need doing get done. Further, if I have an urgent need they always respond with a personal service with speed and efficiency.
We have worked with Nick and the team at Henwood for over 5 years now and have always been impressed with their approach to financial planning. To many, planning one's finances can be a daunting prospect but Henwood's approach to mapping out life goals and then putting a structure in place to help achieve them has been simple and rewarding.
We meet with Henwood regularly to review progress and to adapt our goals and strategy, to face up to the challenges that life throws up! Henwood have supported us throughout and we have no hesitation in recommending them to our friends.
When I met with Henwood Court they gave me sensible, informed, independent advice. It wasn't high pressured and they didn't try to get me to invest in schemes that wouldn't be suitable for me. They are now my partner in managing my investments in a simple but effective way.
Henwood Court has provided excellent financial advice, forward planning and goals tailored for our requirements for the last decade. They are always professional, knowledgeable and trustworthy. We would not hesitate to recommend them.
I've worked with Nick for a number of years both as a personal adviser and in connection with advice support delivered to outplacement candidates. I can't recommend Nick or Henwood Court highly enough. He is absolutely an expert, patient and professional and above all a really nice person to work with - one of the few people I have ever met that can make numbers more interesting.