Henwood Court Financial Planning Limited

Changing people's lives through great financial planning - Creating Your Tomorrow....

General Information
Company Name
Henwood Court Financial Planning Limited
Founded Year
2004
Location (Offices)
Sutton Coldfield, United Kingdom +1
Founders / Decision Makers
Number of Employees
27
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Henwood Court Financial Planning Limited - Company Profile

Henwood Court Financial Planning Limited is a multi-award winning, lifestyle-based, Chartered financial planning and wealth management boutique. Established in 2004, the company has been delivering goal-based planning to business owners and those approaching or in retirement. Their unique approach involves the Financialsense® Coaching programme, a money concierge service tailored to align clients’ goals and objectives with a financial plan, ensuring smart decision-making and the achievement of desired lifestyles.

Their focus on helping mature business owners and individuals entering retirement distinguishes them, as they specifically cater to understanding clients' objectives and planning for fulfilling lifestyles beyond work. They aim to provide a holistic solution by addressing not only accumulation of wealth, but also handling complex needs and offering trusted financial advice, aiming to provide ultimate confidence and peace of mind.

Henwood Court offers a comprehensive range of services extending beyond traditional financial advice, positioning themselves as both financial and lifestyle planners. Their team of experts, recognized for their Chartered status and numerous awards, are committed to delivering independent, honest advice and helping clients navigate major life decisions. Their slogan, "Changing people's lives through great financial planning - Creating Your Tomorrow...." reflects their dedication to inspiring and challenging clients every step of the way, making them more than just financial advisors.

Although there is no information available about their headquarters or recent investments, the company's commitment to delivering premium financial planning services, along with their bespoke approach to wealth management, presents an appealing opportunity for potential investors in the Financial Services and Wealth Management sectors.

Taxonomy: Financial Planning, Wealth Management, Retirement Planning, Business Owners, Goal-Based Planning, Inheritance Tax, Lifestyle Planning, Chartered Financial Planners, Money Concierge Service, Premium Financial Services

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