Business Details
Award-Winning Chartered Financial Advisers
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 those planning for or enjoying retirement. Our team of Chartered Financial Planners combines technical expertise with a deep understanding of personal aspirations, delivering comprehensive solutions through our Financialsense Discovery Programme.Recognised for excellence through numerous industry awards, we prioritise long-term relationships and evidence-based investing, supported by a virtual family office network. Our commitment to exceptional service is reflected in client testimonials highlighting trust, personalised attention, and life-changing outcomes. We maintain rigorous professional standards through Chartered Insurance Institute accreditation and Financial Conduct Authority regulation.
Services
Financial Planning
Wealth Management
Retirement Planning
Tax Planning
Investment Management
Portfolio Management
Estate Planning
Business Succession Planning
Pension Advice
Risk Management
Highlights and features
- Chartered Financial Planners with gold-standard industry accreditation
- Personalised service with planners working exclusively with limited client numbers
- Winner of multiple awards including Best Retirement Advice Firm 2025
- Client testimonials highlight exceptional service and life-changing outcomes
- Evidence-based investment strategies grounded in Nobel Prize-winning theory
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
What people say
Highly recommend
Peace of mind
Excellent bespoke planning
Professionalism
Customer-centric
Services
Financial Planning
Our Financialsense Discovery Programme creates bespoke financial master plans aligned with personal life goals. We combine technical expertise with lifestyle-based planning to address immediate needs while designing long-term strategies. Clients benefit from regular reviews and multigenerational wealth management solutions that ensure financial freedom throughout retirement.
Wealth Management
Portfoliosense delivers evidence-based investment management grounded in Nobel Prize-winning theory. Our globally diversified portfolios use low-cost, tax-efficient strategies with nine core principles including risk-return optimisation and behavioural finance support. Quarterly reporting and ongoing portfolio monitoring ensure alignment with evolving financial objectives.
Retirement Planning
Specialist retirement planning services help clients achieve financial independence through tax-efficient pension strategies. We address emotional and financial readiness for retirement, offering phased exit plans and sustainable income solutions. Our approach includes inheritance tax mitigation and intergenerational wealth transfer planning.
Tax Planning
Comprehensive tax planning services optimise financial structures to minimise liabilities across income, capital gains, and inheritance taxes. We implement strategies for business owners extracting profits and retirees managing pension withdrawals, ensuring compliance with current legislation while maximising after-tax returns.
Business Succession
Tailored succession planning aligns business and personal finances for owners preparing to exit. We develop strategies for wealth preservation, tax-efficient asset realisation, and post-sale financial security. Services include valuation optimisation, ownership transition planning, and reinvestment strategies for business proceeds.
People
Nick Platt
Managing Director & Chartered Financial Planner
Nick leads Henwood Court's strategic direction and client advisory services. With Chartered status and multiple industry awards, he specialises in retirement planning and business succession. Author of 'Retireability', Nick has over two decades of experience creating personalised financial solutions for high-net-worth clients.
Jason Ashman
Director & Chartered Financial Planner
Jason oversees investment strategy and technical compliance. As a Chartered Financial Planner, he focuses on portfolio construction and tax-efficient wealth management solutions. With 15+ years in financial services, he ensures client portfolios align with evidence-based investment principles and regulatory requirements.
Victoria Platt
Client Relationship Director
Victoria manages client relationships and service delivery. She coordinates the advisory team to ensure seamless client experiences, focusing on communication and service excellence. With extensive experience in financial services operations, she maintains Henwood Court's high client satisfaction standards.
Peter Robbins
Director of Investment & Technical
Peter leads investment research and technical analysis. He manages the investment committee, overseeing portfolio construction and market analysis. With specialist knowledge in evidence-based investing, he ensures strategies remain aligned with Nobel Prize-winning academic theory and market developments.
Helen Allen
Chartered Financial Planner
Helen provides specialist retirement planning advice, focusing on tax-efficient income strategies. With Chartered status and 18 years' experience, she helps clients transition from wealth accumulation to sustainable retirement income. Her approach combines technical expertise with empathetic client support.
Questions
What qualifications do your financial planners hold?
All senior planners hold Chartered Financial Planner status through the Chartered Insurance Institute, representing the industry's highest professional standards.
How do you personalise financial plans?
Our Financialsense Discovery Programme combines lifestyle goals with technical analysis to create bespoke financial master plans tailored to individual circumstances.
What investment approach do you use?
Portfoliosense uses evidence-based investing grounded in Nobel Prize-winning theory, focusing on low-cost, globally diversified portfolios with proven long-term performance.
How often do you review financial plans?
We conduct comprehensive annual reviews with quarterly check-ins, plus ad-hoc adjustments for significant life changes or market developments.
What areas do you cover?
While based in Sutton Coldfield, we serve clients nationwide through virtual consultations and regional office visits.
How are fees structured?
Our transparent fee structure provides greater value than typical advisory services, with no hidden costs or product-based commissions.
Reviews (4)
Malcolm & Cynthia Pollard
May 23, 2022
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We couldn't do without Nick and his team. They have steadfastly guided us through early retirement, estate planning, inheritance tax and providing for our Grandchildren. Their advice gives us confidence and security and has earnt our respect and trust. We could ask for nothing more.
Darren Ellis
May 12, 2022
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Nick and his team have provided my wife and I with invaluable help and support with our financial planning. They have spent a great deal of time getting to us know as individuals and in seeking to understand our personal and financial goals. We now have a retirement plan that we can believe in. But they also recognise that plans need to be flexible to changing circumstances so their review process has been a great comfort in keeping us on track.
It is also worth saying that all the staff we have met have been friendly, knowledgeable and incredibly helpful. Their regular newsletters are a great way of keeping up to date with the latest financial news.
It is also worth saying that all the staff we have met have been friendly, knowledgeable and incredibly helpful. Their regular newsletters are a great way of keeping up to date with the latest financial news.
John Fitzgerald
Mar 15, 2022
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We have used the services of Henwood Court for 14 years now. The whole service has been a journey which Nick and his team have guided us through. From life planning and financial security to retirement, we have been guided and given the confidence to make the right decisions to suit our lifestyle aspirations. Nick and the team provide a service that Is more than a client relationship, it feels more like discussing your financial requirements with friends and long May it continue. John and Jane Fitzgerald
Caroline Maley
Jan 13, 2022
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Henwood Court have been our advisors for many years. We have a great relationship with them and feel that they know us so well - not just on a financial footing but also personally. Nick's ability to make us have those hard conversations is wonderful and much appreciated by both of us. We value their input into our decisions and their support and encouragement to live life to the full is followed! Thank you.
