We fully appreciate that engaging an organisation to manage your money for your future and perhaps future generations, means that you have to place an enormous amount of trust and faith in that organisation.
We understand this is a big responsibility, which is why we have put together a leading business proposition and a highly experienced and qualified team who uphold the highest professional ethics and standards.
Henwood Court is one of less than 600 UK Corporate Chartered firms, the gold standard of excellence and integrity which recognises commitment to high standards of knowledge, capability and ethical practice.
Our team is highly qualified and experienced in all areas of investment management, pension and retirement strategies, tax and estate planning. Indeed, our team in probably one of the most qualified in the Midlands.
Henwood Court has been at the forefront of Financial Planning for over ten years, being a peer leader and mentor, delivering life changing and life enhancing advice to clients. Our Planning team are not just highly qualified; they are experienced with implementing financial strategies, however complex.
Financial Planning firms like us are proudly different from many financial advice and wealth management organisations.
Financial and Wealth Management Advice is about recommending a course of action, usually investing in a financial product such as an ISA, a pension plan or a life assurance policy.
Financial and Wealth Management Advice is about prescribing financial recommendations. In its crudest form it is about 'selling' a financial product. There is nothing wrong with that provided it's done well and with integrity by a properly authorised individual.
Financial planning is, well, about focusing on you, not just your money and before prescribing a product, we carry out a full diagnostic of you and your resources so we can connect any financial product with the person.
Having now successfully done this for a number of years we are absolutely convinced that this approach is the only right way for materially successful people to organise and manage their money.
Indeed, taking financial or investment advice without a clear understanding of you and your objectives is in our opinion kamikaze approach to managing money.
“You should never take advice from any man however well he knows his subject, unless he knows you” – Thomas Pitt
Henwood Court were featured in the Sunday Times Top 250 UK IFAs as rated and reviewed by clients on VouchedFor.co.uk 2016, which follows on from our recent inclusion in the New Model Adviser Top UK 100 Advisers 2016.
In Portfoliosense®, our preferred evidence based investment solution, is a proven, low cost, 'honest' investment strategy that has consistently delivered outperformance against its benchmarks over most timeframes. Please note, past performance is no guide to the future.
Most importantly, Portfoliosense® increases the chances of our clients enjoying a successful investment outcome.
It is highly likely that you are on our website because we have been recommended by someone you know and trust? All of Henwood Court's existing clients have been recommended from one source or another. So, don't take our word for it – read what our clients have to say about us.