Henwood Court

Business Details

Your Trusted Partner for Chartered Financial Planning

Henwood Court is a multi-award-winning Chartered financial planning and wealth management firm dedicated to transforming clients' financial futures. With a client-centric approach, we specialise in tailored strategies for business owners, senior professionals, and retirees, focusing on holistic life goals rather than mere financial metrics. Our team of Chartered Financial Planners combines technical expertise with a deep understanding of individual aspirations, offering comprehensive services including retirement planning, tax-efficient investments, and multigenerational wealth management.

Recognised by industry accolades, including multiple wins at the Money Marketing Awards, we prioritise long-term relationships and evidence-based investment methodologies. Our Financialsense Discovery Programme ensures bespoke financial master plans, while our Portfoliosense service leverages Nobel Prize-winning theory for disciplined investment management. With a commitment to transparency and ongoing support, we act as trusted partners, guiding clients through complex financial decisions with professionalism and care.

Services

Financial Planning Wealth Management Retirement Planning Tax Planning Investment Management

Highlights and features

Chartered status demonstrating technical excellence and ethical standards
Personalised financial strategies aligned with life goals
Award-winning expertise in retirement and business transition planning
Proven track record with 5-star Google reviews from 69 clients
Evidence-based investment approach using Nobel Prize-winning theory

Associations and certifications

Chartered Insurance Institute (CII)
Financial Conduct Authority (FCA)

What people say

Highly personalised service Expert team Peace of mind Trusted advisors Excellent communication

Website

Update Listing

Services

Financial Planning

Our comprehensive financial planning service creates tailored roadmaps to achieve life goals through strategic money management. We specialise in aligning personal aspirations with financial realities for business owners and retirees. By combining technical expertise with lifestyle-focused advice, we deliver actionable plans that evolve with changing circumstances, ensuring long-term financial security and peace of mind.

Wealth Management

Professional wealth management solutions optimising investment portfolios using Nobel Prize-winning economic theory. Our evidence-based approach balances risk and return while minimising costs. We provide ongoing portfolio monitoring and behavioural finance support to maintain alignment with clients' financial objectives through market fluctuations and life transitions.

Retirement Planning

Specialist retirement planning services ensuring financial and emotional preparedness for post-work life. We address tax efficiency, income sustainability, and lifestyle considerations through our Financialsense programme. Our approach combines investment management with holistic life planning to create secure, fulfilling retirement futures tailored to individual needs.

Tax Planning

Strategic tax planning services maximising legitimate allowances and minimising liabilities across income, capital gains, and inheritance taxes. We implement structuring solutions for business owners and high-net-worth individuals, ensuring compliance while optimising financial outcomes through coordinated investment and estate planning strategies.

Investment Management

Scientific investment management based on decades of empirical research and market evidence. Our Portfoliosense service delivers globally diversified, low-cost portfolios aligned with risk tolerance and return objectives. We combine rigorous asset allocation with ongoing monitoring to maintain strategic alignment with clients' financial goals while controlling costs and managing behavioural biases.

People

Nick Platt

Managing Director & Chartered Financial Planner

With over 20 years' experience, Nick leads our financial planning team. He holds Chartered status and has authored the acclaimed book 'Retireability'. Nick specialises in creating bespoke financial strategies for business owners and retirees, combining technical expertise with personal insight to deliver exceptional client outcomes.

Jason Ashman

Director & Chartered Financial Planner

Jason brings extensive expertise in wealth management and retirement planning. As a Chartered Financial Planner, he focuses on delivering comprehensive financial strategies for high-net-worth individuals. His client-centric approach ensures tailored solutions that align with personal aspirations while maintaining rigorous technical standards.

Victoria Platt

Client Relationship Director

Victoria manages client relationships across our portfolio, ensuring exceptional service delivery. With deep industry knowledge and a focus on communication, she coordinates multidisciplinary teams to provide seamless financial solutions. Her expertise in client care contributes significantly to our high client retention rates and positive testimonials.

Questions

What financial planning services do you offer?

We provide comprehensive financial planning for business owners, retirees, and high-net-worth individuals, covering retirement strategies, tax efficiency, investment management, and multigenerational wealth planning.

Are you regulated by financial authorities?

Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) and hold Chartered status from the Chartered Insurance Institute (CII).

How do you charge for your services?

Our fees vary by service complexity. We provide transparent pricing during initial consultations, with no hidden charges. Investment management fees are competitive and clearly disclosed.

What makes your investment approach unique?

We use evidence-based investing grounded in Nobel Prize-winning theory through our Portfoliosense service, combining low-cost index funds with rigorous risk management and behavioural finance support.

Can you help with business exit planning?

Yes, we specialise in aligning business and personal finances for owners planning retirement or succession, ensuring seamless transitions and financial security post-exit.