Henwood Court Financial Planning Ltd

Henwood Court Financial Planning Ltd Award-winning, Chartered financial planning and wealth management firm, devoted to helping you achieve your financial and life goals.

Watch what our clients say.. https://henwoodcourt.co.uk/client-stories/

Choosing a wealth manager is a big decision, and it should feel personal.For business owners and senior executives, fina...
06/08/2026

Choosing a wealth manager is a big decision, and it should feel personal.

For business owners and senior executives, financial affairs are rarely straightforward. There may be a business, investments, pensions, property, tax considerations and, most importantly, a life and family sitting behind it all.

That’s why choosing the right wealth manager is about much more than investment performance. It’s about finding advisers who take the time to understand you, explain things clearly, and provide experienced, joined-up advice when important decisions need to be made.

If you’re looking for guidance on what to consider when choosing a wealth manager in the West Midlands, read our latest article.

Head to the link in our bio to read more.

🎙️ We’re delighted to introduce 𝗧𝗵𝗲 𝗛𝗲𝗻𝘄𝗼𝗼𝗱 𝗖𝗼𝘂𝗿𝘁 𝗣𝗼𝗱𝗰𝗮𝘀𝘁! Everyone we work with starts with a conversation. There is us...
04/08/2026

🎙️ We’re delighted to introduce 𝗧𝗵𝗲 𝗛𝗲𝗻𝘄𝗼𝗼𝗱 𝗖𝗼𝘂𝗿𝘁 𝗣𝗼𝗱𝗰𝗮𝘀𝘁!

Everyone we work with starts with a conversation.

There is usually a goal to achieve, an obstacle to overcome or an important decision to navigate. Over the years, those conversations have led to incredible relationships and success stories, allowing us to support people through major life changes, difficult decisions and exciting new chapters.

The Henwood Court Podcast will bring more of those conversations to life.

Hosted by our Founder and Managing Director, Nick Platt, alongside Peter Robbins and a range of clients, experts, business owners and other interesting guests, the podcast will explore money, life and financial planning in an open, honest and practical way.

We’ll remove the jargon and focus on the real challenges and opportunities people face.

Our first episode, 𝗧𝗵𝗲 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗧𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻, is now live on Spotify and YouTube.

Nick and Peter discuss the emotional impact of leaving working life behind, the importance of preparing early and how a clear financial plan can provide confidence, purpose and peace of mind for the next chapter.

Please listen, follow and subscribe. We’ll be sharing a new episode each month, so keep an eye out for what’s coming next.

Links to watch and listen are in the comments below.

We hope you enjoy it!

We’re delighted to share the launch of the brand new Henwood Court website! Over the past few months, we’ve been working...
17/07/2026

We’re delighted to share the launch of the brand new Henwood Court website!

Over the past few months, we’ve been working on something really special behind the scenes. We wanted to create a website that truly reflects who we are today, celebrates how far we’ve come and shares our vision for the future. More than just a new look, it’s a space that brings our people, values and personality to life.

Our goal was to build a website that resonates with our people, our clients and our wider community, while clearly showcasing who we are, what we stand for and who we’re here to serve.

Whether you’re an existing client, looking for financial advice or simply wanting to learn more about Henwood Court, we hope our new website gives you a genuine insight into our business and the experience we strive to deliver.

Take a look below in our bio!🙌🏼

SpaceX. OpenAI. Anthropic. Stripe.Combined, these companies carry private-market valuations approaching $4 trillion, and...
12/06/2026

SpaceX. OpenAI. Anthropic. Stripe.

Combined, these companies carry private-market valuations approaching $4 trillion, and many are expected to move towards public markets.

It is easy to see why investors are paying attention. But does it actually change anything for your portfolio?

The answer comes down to free float. A huge headline valuation does not automatically translate into a huge weighting in your investments.

Our Director of Investment and Technical, Peter Robbins, has written about this in more detail.

Read the full article in our bio. 🔗

🏆 On Wednesday night, we were named 𝐀𝐝𝐯𝐢𝐬𝐞𝐫 𝐅𝐢𝐫𝐦 𝐨𝐟 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫 𝐌𝐢𝐝𝐥𝐚𝐧𝐝𝐬 at the ProfessionalAdviser Awards 2026 and we are ...
20/03/2026

🏆 On Wednesday night, we were named 𝐀𝐝𝐯𝐢𝐬𝐞𝐫 𝐅𝐢𝐫𝐦 𝐨𝐟 𝐭𝐡𝐞 𝐘𝐞𝐚𝐫 𝐌𝐢𝐝𝐥𝐚𝐧𝐝𝐬 at the ProfessionalAdviser Awards 2026 and we are absolutely delighted!

The judges praised our “very high” NPS score (a measure of how likely our clients are to recommend us), said we have “set very high standards,” and described Henwood Court as “clearly a customer focused business determined to deliver a great experience.”

Words like that mean everything to us, because they reflect exactly what we set out to do every single day. Financial planning is about more than wealth, it’s about our clients, their lives, and the futures we help them build.

We were proudly represented on the evening by Peter Robbins, our Director of Investment and Technical, and well done to him for getting the award home in one piece!

As Peter said, “Moments like this are worth celebrating, but they also remind us there’s always more we can do and aspire to achieve for our clients.”

This award belongs to our incredible team and, most importantly, to the clients who place their trust in us. 🙌🏼

13/03/2026

Yesterday we hosted the second session of our Pensions, Inheritance Tax & Estate Planning Masterclass, an exclusive in person event for clients and invited guests.

The sold out session saw a fantastic turnout, with discussions covering planning strategies such as pension drawdown, gifting tax free cash and the use of whole of life policies to help manage potential inheritance tax liabilities, alongside real world examples and audience Q&A.

These events are a great opportunity to discuss important planning considerations ahead of the upcoming changes while connecting with our client community.

Keep an eye out for details of our next Masterclass.

𝐂𝐨𝐮𝐫𝐭 𝐆𝐨𝐬𝐬𝐢𝐩 𝐌𝐚𝐫𝐜𝐡 𝟐𝟎𝟐𝟔What a start to the year it has been at Henwood Court Financial Planning Limited. The first few m...
10/03/2026

𝐂𝐨𝐮𝐫𝐭 𝐆𝐨𝐬𝐬𝐢𝐩 𝐌𝐚𝐫𝐜𝐡 𝟐𝟎𝟐𝟔

What a start to the year it has been at Henwood Court Financial Planning Limited.

The first few months of 2026 have flown by and there has already been plenty happening behind the scenes. Growth across the business, some fantastic achievements from the team, and a few very special personal milestones too.

We were delighted to welcome Tom Stone to the team in January as our new Onboarding Chartered Wealth Manager. He has already made a brilliant impact and it has been great to see how quickly he has settled in.

January also marked an incredible 20 years at Henwood Court for Katherine Woolley. Anyone who knows Kitty will know how much care and dedication she brings to everything she does. We are incredibly lucky to have her!

A huge congratulations as well to Kurtis Bedward, who has passed his final R06 exam and is now officially Diploma qualified.

We have also been investing in improving the way we work, including introducing a new communications system to make things even more seamless for our team and clients.

On a more personal note, we have had some lovely celebrations too. Yvonne Till has become a grandma, welcoming a beautiful baby boy to the family, and Julia O’Leary recently celebrated her 25th wedding anniversary in India, which looked incredible!

It has also been wonderful to see the brilliant turnout and feedback we have had since our Pensions and Inheritance Tax Masterclass webinar, and we look forward to the exclusive in person seminar we are hosting this Thursday at .🙌🏼

Lots happening already and we are only just getting started for 2026.

Wishing everyone a wonderful rest of the month!

Read the full article below👇🏼 .

If you would like to sign up to our newsletter and see more of what goes on behind the scenes at Henwood Court, please send us a DM to ensure you receive the next update.

Henwood Court Masterclass Series | Pensions, IHT & Estate PlanningFrom April 2027, pension funds will form part of an in...
04/02/2026

Henwood Court Masterclass Series | Pensions, IHT & Estate Planning

From April 2027, pension funds will form part of an individual’s estate for Inheritance Tax. This represents a significant shift in how pensions support both retirement planning and the transfer of wealth to the next generation.

Join Nick Platt, Helen Allen and Peter Robbins for the first session in our Masterclass Series, where we will explore the practical implications of these changes and why early, thoughtful planning matters. These are conversations we are already having with our clients, with the masterclass providing an additional outlet to deepen understanding through group discussion and shared perspective.

We’re hosting:�📆A live online webinar on 4 March (registration link below)�📆An exclusive in-person seminar on 12 March at

If you would prefer to join us in person, places are reserved for clients and invited guests only, with a small number of spaces now available. However, if you think you would benefit and are not currently a client, or are a client but have not received the link, please send us a direct message.

We look forward to welcoming you.�Henwood Court Financial Planning ✨

Celebrating 20 Years of Kitty! ✨This month we celebrate an incredible milestone. 20 years of Katherine, known to us all ...
15/01/2026

Celebrating 20 Years of Kitty! ✨

This month we celebrate an incredible milestone. 20 years of Katherine, known to us all as Kit, Kitty and of course Kitster, at Henwood Court.

Kit is a truly exceptional member of our team. Steadfast and very much the lifeblood of our business. She knows HC inside and out and is trusted implicitly by us all. Loved by clients and colleagues alike, her impact over the years has been immeasurable.

We will always think of her as ‘Young Kit’, but it has been wonderful to watch her grow in so many ways. From becoming a wife to the proud mum of three beautiful children, all while continuing to give so much to the business. Add in her wicked sense of humour and legendary one liners and there is never a dull moment thanks to Kitster.

We are incredibly lucky to have found Kit. She is truly invaluable to us.

Thank you from us all and here’s to the next 20 years! 🥂

Celebrating 20 Years of Kitty! ✨This month we celebrate an incredible milestone. 20 years of Katherine, known to us all ...
15/01/2026

Celebrating 20 Years of Kitty! ✨

This month we celebrate an incredible milestone. 20 years of Katherine, known to us all as Kit, Kitty and of course Kitster, at Henwood Court.

Kit is a truly exceptional member of our team. Strong, steadfast and very much the lifeblood of our business. She knows HC inside and out and is trusted implicitly by us all. Loved by clients and colleagues alike, her impact over the years has been immeasurable.

We will always think of her as ‘Young Kit’, but it has been wonderful to watch her grow in so many ways. From becoming a wife to the proud mum of three beautiful children, all while continuing to give so much to the business. Add in her wicked sense of humour and legendary one liners and there is never a dull moment thanks to Kitster.

We are incredibly lucky to have found Kit. She is truly invaluable to us.

Thank you from us all and here’s to the next 20 years! 🥂

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20 Country Park View
Sutton Coldfield
B761TE

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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