Henwood Court Financial Planning Limited

Independent Financial Adviser  The Cruck Barn, Sutton coldfield, West midlands, B76 1TE
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FCA authorised
Last authorised 10th August 2020
We are Chartered Financial Planners focused on helping senior executives, business owners and their families to achieve their aspirations.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Meet our advisers
Paul Bradley IMC
Financial Planner & Investment Manager
Jason Ashman BA (Hons), APFS
Chartered Financial Planner
Mark Rickards
Financial Planner
Stuart Pryor
Chartered Financial Planner
Nicholas Platt Bs.Soc, AFPS, CFP
Director, Chartered Financial Planner & Certified Financial Planner
About us

We’re a firm of Chartered Financial Planners, specialising in providing bespoke, independent advice.

We believe in helping clients to identify, achieve and maintain their desired lifestyle, without the fear of running out of money or dying with too much.

We focus on achieving life-changing outcomes for each and every person we work with; providing transformational financial planning that will give you the confidence to live the life you want to live.

With this in mind, the people we typically work with are:

• Senior executives

Life as a senior executive can be as fast-paced as it is rewarding; leaving little time for financial planning. Whether you’re approaching retirement or have a different financial issue, such as a recent inheritance, redundancy or questions surrounding tax planning, we will help you get financially organised.

• Business owners

As a business owner, your time and energy can be pulled in multiple directions. From work, to home, to employees, to family, there are plenty of people and projects relying on you. We will create a strategic financial plan that will account for the future security of your business and your family.

Our services

We’re proudly different from many financial advice organisations.

• We’re Financial Planners. We put you, your values and your objectives first. Planning second. Products last.

• We’re Chartered. Our Chartered status demonstrates our dedication to ongoing personal development and an ethical code of conduct.

• We’re independent. We have the freedom to select products and providers from the entire market; recommending the financial solutions that will enable you to achieve your goals.

• We hold the Pension Transfer Gold Standard. This accreditation from the Personal Finance Society is a code of good practice for safeguarded Defined Benefit pension transfer advice.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

The Cruck Barn, 20 Country Park View, Walmley, Sutton Coldfield, West Midlands, B76 1TE

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