We first came across Henwood Court in 2011 when we were introduced by a colleague at the time. I was in the process of leaving corporate life after over 33 years and Sarah had been ill for a number of years with a complex blood disorder. We wanted to understand that we were secure financially and with uncertainty over health, we wanted to travel and make the most of our lives.
Nick was very good at quickly appreciating our personal situation and understanding and clarifying our financial position. He showed an astute empathy in helping us refine our goals and gave us reassurance that everything was in good order.
Sarah, in particular, while having no deep wish to get involved in investment planning, takes great comfort from the way that the team at Henwood has engaged with us and advised on pensions and inheritance tax planning, taking away any concerns she may have had.
Having taken time out initially, I now manage a portfolio career, combining my work as a Non-Executive Director with some consultancy and a charity role. This leaves ample time for playing golf and working our way through our ‘Bucket List’.
We have an annual review at Henwood where we can chat through our ever-evolving hopes. At the same time, we know we can always speak or meet up in between times, as the need arises.