Financialsense® is a complete money concierge service for materially successful individuals who are often too busy working or living to manage their own financial affairs, or matters have become too complex.
It is guaranteed to:
How this works in practice for potential new clients can be seen in Our Approach.
General Investment Risk Warnings
Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested. All investments carry an element of risk which may differ significantly.
If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. Tax rules may change in the future and taxation will depend on your personal circumstances. Charges may be subject to change in the future.
Specific Portfoliosense® Risk Warnings
For each of the portfolios we recommend we are able to demonstrate, using back tested simulated data, the historic returns, the anticipated future returns (allowing for inflation) and the historic downsides (including the worst case scenario that would have been experienced had you been invested throughout the data period), over a variety of time periods.
General Legislative Risk Warnings
This is based on our current interpretation of legislation and various industry comments. It is a broad summary and cannot cover every nuance. You should not take, or refrain from taking any action based on this information. Tax treatment can change and depends on your circumstances. This information does not constitute advice and is purely for information purposes.
The views noted may differ significantly from the final version of the legislation.
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© 2019 Henwood Court. Henwood Court Financial Planning Limited is a Limited Company registered in England & Wales under number 05280846. Henwood Court Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA), 25 The North Colonnade, Canary Wharf, London, E14 5HS, and is bound by its rules. Henwood Court Financial Planning Limited is entered on the FCA register and their registration numbers is 417707. Registration can be checked on the FCA’s website www.fsa.gov.uk/register/home.do by contacting the FCA on 0800 111 6768. The registered address of Henwood Court Financial Planning Limited is The Cruck Barn, 20 Country Park View, Walmley, Sutton Coldfield, B76 1TE.
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