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.
When we retired a few years ago we were worried that we could maintain our desired lifestyle given all the uncertainty. However, Henwood Court helped to get us organised, provided expert advice and implemented strategies that have given us confidence to get on with our lives safe with the knowledge that Henwood Court are managing our pension and investments. They even encouraged us to spend more money!!
Thank you for everything.
Having been dissatisfied with my previous adviser I was recommended to speak to Henwood Court via my accountant. He said they were hungry, young, highly qualified, and very proactive at getting the best from the investment markets.
Having now been with them for almost ten years I am more than satisfied with the progress they have made on my portfolio and the advice they have given to me for the benefit of my personal lifestyle.
I was originally referred to Henwood Court by a firm of solicitors as their trusted adviser to look after my Mother's affairs. I was so impressed with how they managed my Mother's Estate and Investments I engaged them myself to help me with my transition into retirement and manage my personal investment portfolio.
Henwood Court doesn't just care about my finances - they care about me! I would highly recommend their services and expertise.
I have known Nick for many years, first as a commercial client and more recently as a personal client and have watched Henwood Court grow from a small start-up operation to a well-established and truly professional Financial Advisor.
I can honestly say that, since entrusting our financial planning and investment needs to Henwood Court, we have had no concerns whatsoever and have felt fully confident that our affairs would be efficiently and successfully managed. They have always exhibited a high degree of expertise and professionalism, backed by the latest technology and a firm commitment to providing the very best customer service.
Nick and his whole team have always been a pleasure to deal with and we look forward to continuing the relationship.
We were introduced to Henwood Court Financial Planning by our accountant. To enable us to plan judiciously for our impending retirements, we needed to review our investment and pension plans to ensure our future requirements were met in an affordable and efficient way.
We met with Henwood Court and from the first meeting were impressed with the adviser's grasp of our requirements and assured by his recommendations as to our investment strategy.
Following retirement in 2004 we have been advised by Nick Platt in respect of all our investment portfolios. Since then he has assisted in our financial planning, putting in place systems to enable us to understand and keep track not only of our investments but our income and expenditure on a yearly basis.
We particularly like the way Nick arranges our investment plans around our personal needs and takes into account our tolerance of risk.
Our portfolios are well managed and reviewed at our annual meetings enabling us to have a complete overview of our investment programme.
All praise must also go to the staff of Henwood Court who are friendly and knowledgeable and always ready to help with any queries.
Newsletters and updates about the current financial situation are sent to us frequently to reassure us about the markets.
I would highly recommend Nick and his team for all aspects of financial planning and management.
I have just read the statements you gave me at our last meeting. Though hearing figures then, and earlier, I have only now fully taken in what Rod and I did with our monies, and much of that with your help.
On behalf of both of us, thank you so much to you and all Henwood Court staff for your support and guidance.
Finding a financial adviser is easy. Finding a good financial adviser is a different matter altogether. In Nick and his first class team at Henwood Court we've found exactly what we were seeking.
He listens to our wishes and concerns, asks questions which clarify rather than confuse, provides suggestions and solutions tailored specifically to our needs and wants, and backs up what has proved to be first class advice with meticulous attention to detail and administration.
All of which means we can confidently live our lives secure in a thorough knowledge and understanding of both our current and likely future financial position.
We were recommended to Henwood Court by a colleague which was motivated by our wish to retire and the diagnosis of a serious medical condition. Henwood Court took a comprehensive look not just at all our finances, but our hopes and aspirations, creating a financial plan that confirmed we could retire and have sufficient money to fund more than a decent retirement.
As a direct result of the advice, we have retired, sold our house and relocated to the coast.
While it is still early days with our relationship, working with Henwood Court is the best thing we have ever done with our finances.