Whether you’re an entrepreneur selling your business, senior executive looking to change career, a partner in a professional firm thinking about retirement, or already retired and looking to make some key financial decisions, the most important thing is to understand what you hope to achieve as a result of this life event.
We will support you through these key financial moments in your life by helping you to realise the outcomes you want. Our experience in managing transitional change has taught us the most effective ways to maximise return from these milestone events, freeing you from the day-to-day worry of managing, protecting and growing your wealth.
If you are facing a major financial decision and have investment needs, we are here for your life journey. And beyond.
All our clients have some key elements in common - they are a 'good fit' for our firm and methodologies and we are the right financial partner for them.
Additionally, we need to be certain that we can provide sufficient value and if we feel we cannot we would decline to proceed.
You are often busy with work and life, you're business owners, executives or partners in professional firms - either actively involved in your businesses or enjoying retirement.
You want to build a lifelong relationship with a business that can help you organise your financial affairs, deal with vulnerabilities and identify opportunities.
You want to help and support your family, passing wealth through the generations and mitigating Inheritance Tax.
Henwood Court is a Chartered Financial Planning and Wealth Management Business.
We are one of only a few Chartered Financial Planning Firms in the Midlands, the gold standard of excellence and integrity which recognises commitment to high standards of knowledge, capability and ethical practice.
Our purpose is to help and support our clients so they have the financial confidence and sufficient resources to live the life they want to live today and in the future – but equally do not die with too much.
Business Owners
People who run their own businesses are a special "breed". Prepared to work long hours for a longer-term reward, they often struggle to make time to identify the right financial advisers.
Hear what some of our successful business-owner clients have to say about working with Henwood Court.
Find out how Henwood Court has helped clients plan for and deliver their dream retirement.
