Henwood Court Financial Planning

We have been clients of Henwood Court since 2011.From the beginning they have proved trustworthy and professional in their advice and recommendations ,keeping us well informed . Also not just with our financial circumstances but also taking sympathetic account of our wellbeing and personal needs. They have over the years given us peace of mind and are a pleasure to deal with. Having just had out yearly meeting we would like to thank Simon and the team for their continuing professional support planning and patience. We highly recommend Henwood Court to anyone seeking financial advice or retirement planning.

We have been with Henwood Court for just over 18 months and can say that we can’t fault their professionalism and knowledge. They spent a lot of time getting to know us and our objectives and made the transition from our previous advisor as smooth as possible, despite the difficulties encountered. All the staff are really friendly, especially Jo, Julia, Elliot and Nick and nothing seems too much trouble. Our advisor, Jason, is excellent.Even when he received 30 questions emailed to him, he answered every one in detail! He also always seems to be one step ahead with his charts and spreadsheets when we have our meetings.

My husband and I have recently retired and whilst we were looking forward to life after work we were still a little apprehensive about what we would do or to put it another way, what we could afford to do and moreover what impact the change in income would make to our lives. I was initially very sceptical about seeing a financial advisor, thinking that we could manage our own finances, but found the experience transformative and was pleasantly surprised not only how interesting the discussions were with Jason and Stephen at Henwood Court, but just how much the Company cared about us and our family, thinking about the years ahead. Our wellbeing, wishes and aspirations were at the heart of the discussions and it really gave us the confidence to know that we could afford to retire together, which made the decision so much easier. Just over a year on, our investments are enabling us to have the retirement we had hoped for with the assurance that Henwood Court are always on hand to advise and answer any concerns we may have. We are really pleased that we chose Hewood Court to see us through this exciting stage of our lives and are glad they are on this journey with us.

We have been with Henwood Court since 2019 and have been delighted with the professional service provided by them. At the outset they spent time getting to understand our aims and preferences and built a plan accordingly. We grew nervous through the turbulence of Covid but they were a steadying hand throughout that time. We have just had a review meeting that was well researched, by Jason and Lee, and hit all the matters of importance to us. We would have no hesitation in recommending the team at Henwood Court.

We were recommended to Henwood Court by family members, and we first consulted them 3 years ago. They took time to get to know us, and wanted to understand our circumstances, lifestyle and what is important to us in our future, in order to help us to be able to realise our aims. They are very approachable and friendly, and we have found them to be very prompt to respond to any queries we have raised along the way. We were very soon made to feel valued clients. Within a relatively short period of time, we have been impressed with their advice, knowledge and professionalism.

Henwood Court have provided my wife and I with invaluable support and advice for a number of years now. Jason is a hugely trusted (and well liked!) advisor, with excellent support provided by Laura. Jason has guided us through a number of major life decisions, always conducting a detailed assessment of our situation and then providing thoughtful and comprehensive advice. We have full confidence in his expertise and that of Henwood Court, as well as their judgement in bringing in third party support, for example an introduction to a mortgage broker. The financial tools and platforms that Henwood Court use are also excellent. Aside from the clear financial expertise, the manner in which it is provided is remarkable. The customer service from Henwood Court, but in particular Jason, is very much people-first. Taking enormous effort to understand our personal situation and that of our family, and using this as the context for the financial advice given. Jason's supportive, personable and patient style has been transformative in helping us navigate the advice given. In short, Henwood Court provide an impressively competent and wonderfully supportive service to us, and we wholeheartedly recommend them.

Over the last 20 years, we have been extremely well supported by the team at Henwood Court to achieve our life goals and financial peace of mind. The team works hard to get to know their clients, and as a result, they provide a very personalised service. We have always found that the advice they offer has been promptly given, professional and balanced, and they are available at any time. We have great confidence in them.