Henwood Court Financial Planning Ltd
Henwood Court Financial Planning Ltd is a financial planning company based in Sutton Coldfield, England. They offer a range of financial services including pension offices, private sector banks, savings banks, and financial consultancy. With a team of experienced financial consultants, they aim to provide their clients with tailored financial solutions to help them achieve their financial goals.
Introduction to Henwood Court Financial Planning Ltd
Henwood Court Financial Planning Ltd is a financial consulting company based in Sutton Coldfield, England. Founded with a mission to provide personalized financial planning services to its clients, the company has been providing expert financial advice for over a decade. What sets Henwood Court apart from other financial planning companies is their commitment to understanding their clients' unique financial goals and using that understanding to provide tailored advice and investment solutions.Services & products
Henwood Court offers a range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. Clients can also take advantage of the company's expertise in pension planning and risk management. Through their partnership with private sector banks and savings banks, Henwood Court is able to offer a wide range of investment options to their clients.Location
Located in the Royal Town of Sutton Coldfield, Henwood Court is situated in a beautiful and historic area of Birmingham. In this part of town, customers can expect to find a mix of local businesses, including cafes, shops, and restaurants. The area is also home to several other financial consulting firms, making it a hub for financial services in the region. For those traveling to Henwood Court by public transportation, the closest options include the Sutton Coldfield Train Station (1.3 miles), the Wylde Green Train Station (1.5 miles), and the Four Oaks Train Station (2.1 miles).Benefits
Customers should choose Henwood Court for their financial planning needs because of the company's personalized approach to financial planning. By taking the time to understand each client's unique financial goals, Henwood Court is able to provide tailored investment solutions that meet their clients' specific needs. Additionally, their partnerships with private sector banks and savings banks give clients access to a wide range of investment options.Good to know
Customers should be aware that Henwood Court is a fee-based financial planning company, meaning that they charge a fee for their services rather than earning commissions on investments. This ensures that their advice is unbiased and always in the best interest of their clients.Reviews
Customers rave about the personalized service they receive from Henwood Court, with many noting that the company's tailored approach to financial planning has helped them achieve their financial goals. Customers also appreciate the company's commitment to transparency and ethical business practices.FAQ
What are the interest rates for savings and checking accounts?
At Henwood Court Financial Planning Ltd, we offer a range of savings and checking accounts with competitive interest rates. Our rates vary depending on the type of account and current market conditions. Please contact us or visit our website for more information.Do you offer online banking services and how secure are they?
Yes, we offer online banking services to our clients. Our online banking platform is highly secure and uses the latest encryption technology to protect your personal and financial information. We also take additional measures such as multi-factor authentication and regular security updates to ensure the safety of your account.What type of loans do you offer and what are the interest rates?
We offer a variety of loans to meet the diverse needs of our clients, including personal loans, home loans, and business loans. Our interest rates are competitive and depend on various factors such as the type of loan, loan amount, and creditworthiness of the borrower. Please contact us or visit our website for more information.Do you offer any investment options, such as CDs or mutual funds?
Yes, we offer a range of investment options to help our clients achieve their financial goals. This includes CDs, mutual funds, and other investment products. Our team of experienced financial consultants can work with you to create a customized investment plan based on your individual needs and risk tolerance. Please contact us or visit our website for more information.What experience do your financial consultants have?
Our financial consultants have a wealth of experience in the financial services industry, with many years of experience in wealth management, retirement planning, and investment advisory services. They hold relevant professional qualifications and regularly undergo training to stay up-to-date with the latest industry trends and regulations. We take pride in providing our clients with expert financial advice and exceptional service.Reviews
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Yvonne Borlenghi
I have a considerable number of years experience with this company. They have never failed to deliver a professional and reassuring quality service. Absolutely no hesitation in recommending them.
16-06-2023
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Joanna Davis
We have been really happy with the service we have had from Henwood Court. Over the last couple of years they have helped us navigate some complicated issues and come to a clear understanding of how to address our current and future financial needs. Declan and Lenea have been helpful, responsive, clear and supportive. They have also gently nudged us when needed and kept us on track. We would highly recommend Henwood Court to anyone looking for advice and help with their financial planning
18-05-2023
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V Cole
Henwood Court were recommended to me & I have been most ably assisted by them for over 5 years. It is an absolute pleasure to deal with them. Nick, Helen & Yvonne are a wonderful team. They really take the time to get to know my circumstances & have consistently provided me & my family with excellent bespoke planning & advice. Nothing is too much trouble & I can contact them at any time & they are always very happy to assist. They also provide regular updates on Financial news, Budget information & changes to legislation & were wonderful at keeping in touch with relevant & reassuring information throughout the Pandemic. They make a point of keeping in regular touch throughout the year, making you feel a valued client & one of the family. I very highly recommend them to anyone thinking of seeking Financial Planning & Retirement advice.
18-04-2023
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Mark Venables
Having always managed our own finances, I thought I knew best what to do and where to put the money portfolio we had accumulated over many years working and providing for our family. But as we both approached retirement, the decisions became more complex and difficult and that’s when we both realised we needed professional help to make sure we made the best decisions for both of us and our family. A recommendation was made to contact Nick Platt and his team at Henwood Court and after eighteen months of various meetings with Nick and Steven, my wife and I feel like we are in a much better place with our finances. A full financial review has taken place and the suggested investments and recommendations have been seamlessly carried out and we fully trust their advice. The customer service by everyone at Henwood Court is very impressive and it feels like they really want to help you and you are not just another client on the books. My wife and I would definitely recommend Henwood Court.
18-03-2023
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Rebecca Stooks
Since working with Henwood, we have found ourselves worrying less about our finances with the peace of mind that they are being managed effectively - when previously we didn’t have the time or inclination to manage these effectively ourselves, but knew we ought to be! It’s also great to have a team keeping us on track with important administrative tasks too, as part of our annual reviews. In failing to prepare, you’re preparing to fail and this applies to most aspects in life, including retirement, and we feel Henwood allow us to be confident that we are doing the best to meet our future goals.
18-02-2023
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Jane Taylor
We’ve worked with Henwood Court for sometime and absolutely love their ethos. We know we are always getting the best advice for our situation and they have our future plans at the heart of what they do
18-02-2023
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Graham Coupar
I was originally talking to a competitor of Henwood Court. This coincided with Nick having his book published which I read with great interest. Having done so it was obvious I needed to be with Henwood Court - the difference was palpable. Since initial contact in 2019 I have always been very impressed with the professionalism and enthusiasm by all you encounter within the company. You are encouraged to test your assumptions, all in a very positive / proactive and helpful manner. This alone has caused me to change tack on a number of issues to my benefit. I would have no hesitation in recommending Henwood Court - forget the rest and head straight to them! Dr Graham Coupar
18-11-2022
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David Mills
We have been with Henwood Court for many years. We have always been happy with their service. It's small enough to have the personal touch, but not too small. They keep you very well informed when things are happening in the world. They encourage you to go out there & enjoy your life (obviously within your means). We have confidence in them to look after our finances. I would recommend Henwood to friends & family (I have many times).
18-11-2022
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Paul Ryan
I’ve worked with Nick and his team from their earlier days of conception. Having passed a few colleagues and friends their way I cannot fault the service, professionalism and friendly service they offer. I would have to admit that I have never treated my pension planning with the importance that I guess it requires. However, this may be down to the fact that I feel it’s in safe hands. Now I’m approaching the age that it could have an impact on my future earnings I’m pleased I left it with them. Wouldn’t hesitate passing on their details to any family, friends or colleagues. Great team and business well done. PS. One area Nick doesn’t excel in is spending money on anything horse related !!
18-10-2022
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Will Harris
Nick and the team have been unbelievably helpful and supportive over the years guiding us gently and demystifying the complex world of financial planning. We would recommend to anyone.
18-10-2022
