Henwood Court Financial Planning

What Henwood Court Financial Planning does

Henwood Court Financial Planning is a UK-based, FCA-authorised Chartered financial planning and wealth management firm operating from a single headquarters in a Grade II listed 15th-century cruck barn in Sutton Coldfield, West Midlands. Founded in 2005, the firm serves four primary client personas - business owners, senior executives and professionals, those planning for retirement, and those already in retirement - delivering lifestyle-based financial planning built on three branded methodologies: the Financialsense® Discovery Programme (initial bespoke master plan), the ongoing Financialsense® service (multigenerational planning, reviews and estate planning), and Portfoliosense® (an evidence-based, globally diversified investment strategy built on nine principles and Nobel Prize-winning academic theory). Tax planning is integrated with wealth management, and a secure online client portal (Henwood Connect) consolidates investments, pensions, insurances, mortgages, loans, bank accounts and property into a single view.

The firm monetises through a hybrid fee model comprising an initial fee for the Discovery Programme (priced by complexity of affairs), one-off product arrangement fees, and recurring ongoing advisory fees charged as a percentage of assets under management or as fixed fees with discounted percentages for held investments; a free 90-minute initial introductory meeting precedes onboarding, with fully transparent written fee disclosures. Distribution is consultative and relationship-led: face-to-face consultations at the Cruck Barn office are the dominant channel, supplemented by virtual reviews, with the firm's wholly independent 'whole-of-market' status enabling unrestricted product selection. GTM is supported by thought-leadership content including Nick Platt's 'Retireability' book, a Businesssense® community for business-owner clients, webinars, events, and a steady cadence of industry award recognition.

Operating commercially as an independent private limited company (no parent, no outside investors disclosed), the firm is led by Managing Director and founder Nick Platt alongside Director/Adviser Jason Ashman, with Director of Investment & Technical Peter Robbins, Client Relationship Director Victoria Platt, an FCA compliance structure, and a Non-Executive Director (Gaye Morris). Approximately 30 team members include multiple Chartered Financial Planners, an in-house Compliance Consultant, a Trainee pipeline, and long-tenured staff (multiple employees at 10-20 year tenure), with client satisfaction scores reported at 89-97% across surveys and external recognition including six consecutive years on the Citywire New Model Adviser Top 100 and multiple Retirement Adviser of the Year awards.

Name

Henwood Court Financial Planning

Legal name

Henwood Court Financial Planning Limited

Website

https://henwoodcourt.co.uk

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Henwood Court Financial Planning is a Chartered, FCA-authorised UK wealth management firm in Sutton Coldfield serving business owners, senior executives, and retirees with evidence-based investment planning, tax planning, and estate services under its proprietary Financialsense® and Portfoliosense® methodologies.

Ownership category

akta.pro rank

Product category

Chartered Financial Planning & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Retirement planning
• Wealth management
• Financial advisory
• Investment management
• Estate planning

Headquarters

HQ city

Sutton Coldfield

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Initial Financial Planning Fees: Fee for the Financialsense® Discovery Programme onboarding process. Determined by complexity of affairs and services required.
2. Product Arrangement Fees: Fee payable when arranging new or transferring existing pensions, investments, or financial products such as life assurance plans.
3. Ongoing Advisory Fees: Ongoing fee for continued advice, typically charged as percentage basis or as fixed fee with discounted percentage for investments held. Includes full annual progress meeting with interim checks, proactive communications, education webinars, and ongoing support.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Henwood Court Financial Planning delivers lifestyle-based Chartered financial planning and wealth management services to UK individuals. The core offering combines the Financialsense® Discovery Programme for bespoke initial financial master plans, ongoing Financialsense® advisory services, evidence-based Portfoliosense® investment management, tax planning, and estate planning — supported by the Henwood Connect client portal and the Businesssense® exclusive community for business owner clients.

Product overview

Henwood Court Financial Planning offers a unified lifestyle-based financial planning and wealth management service structured around its core Financialsense® programme. The core offering consists of the Financialsense® Discovery Programme (initial planning), Financialsense® (ongoing service), and Portfoliosense® (evidence-based investment management), supplemented by a client portal (Henwood Connect), a business owner community (Businesssense®), and a published retirement guide (Retireability). The Tax Planning service integrates with the wealth management offering to provide comprehensive financial planning.

Differentiator

Problem solved

Functional benefit

Brands

• Financialsense®: A financial planning programme that includes the Discovery Programme for getting to know clients and ongoing financial planning service.
• Portfoliosense®
• Businesssense®

Products and services

• Financialsense® Discovery Programme

Quantifiable outcome

• 97% of business-owning clients would recommend service; 88% very satisfied firm understood their life goals; 100% believe working with firm helped achieve financial goals (survey of 33 from 62 business owner clients)
• +2 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Three partnerships are on record, tiered supporting and core.

• WealthtimesupportingTechnology or IntegrationOnline platform provider for client portfolio access. Referenced as one of two platforms (alongside Transact) for clients to access their investment portfolios through the Henwood Connect portal.
• TransactsupportingTechnology or IntegrationOnline platform provider for client portfolio access. Referenced as one of two platforms (alongside Wealthtime) for clients to access their investment portfolios through the Henwood Connect portal.
• Annabelle's ChallengecoreOthersCharity of the Year 2025. Supports those affected by vascular Ehlers-Danlos Syndrome (vascular EDS), a rare and life-threatening genetic condition. Especially important to the firm as Lynette Coffey's husband and children were diagnosed with vascular EDS in 2024. Henwood Court is fundraising through 'Mission 10,000' - a virtual journey of 10,000 miles walking, running, and cycling from West Midlands to Beijing.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• St. James's Place: UK's largest wealth manager with a partner-adviser model serving HNW and mass-affluent clients with discretionary investment management and financial planning. Comparable to Henwood Court in target segments (HNW, business owners, retirees) and chartered-style service positioning, but operates at vastly larger scale across the whole of the UK.
• Rathbones Group: Listed UK wealth manager providing investment management, financial planning, and advisory services to individuals, charities, and trustees. Comparable to Henwood Court in offering personalized financial planning for HNW clients and retirees, but with national coverage and substantially larger AUM.
• Quilter: UK wealth and investment business combining financial planning, investment management, and platform services through a network of advisers. Comparable to Henwood Court in targeting HNW and retirement-planning clients and offering whole-of-market advice, but operates at significantly greater scale with a national adviser footprint.
• Brewin Dolphin (now RBC Wealth Management): Acquired by Royal Bank of Canada, Brewin Dolphin is one of the UK's largest wealth managers offering discretionary investment management and financial planning to HNW clients. Comparable to Henwood Court in serving business owners and retirees with personalized advice, but operates at national/international scale.
• Coutts: Iconic UK private bank serving HNW and UHNW clients with banking, investment management, and financial planning services. Comparable to Henwood Court in targeting high-net-worth individuals and business owners with holistic wealth advice, but operates as a much larger incumbent with broader product range.

Direct peers

• Investec Wealth & Investment: UK-based private investment management and financial planning firm serving HNW individuals, business owners, and retirees. Highly comparable to Henwood Court in offering personalized, fee-based wealth planning with a focus on long-term client relationships, though operating as a national incumbent with regional offices.
• Evelyn Partners (formerly Smith & Williamson): UK wealth management, accountancy, and advisory firm serving HNW individuals, business owners, and trustees. Comparable to Henwood Court in providing integrated financial planning, investment management, and tax planning for business owners and retirees, with similar chartered-status professionalism.
• Killik & Co: Long-established London-based private client stockbroker and wealth adviser providing bespoke investment management and financial planning to HNW individuals and business owners. Comparable to Henwood Court in focused HNW advisory model, Chartered-equivalent professionalism, and emphasis on long-term relationships.
• Tilney (now part of Investec Wealth & Investment): UK wealth manager providing investment management and financial planning to HNW clients, business owners, and retirees across regional UK offices. Comparable to Henwood Court in personalized advisory model and regional HNW focus, with strong retirement planning expertise.
• Rowan Dartington & Co (part of St. James's Place): UK discretionary investment manager serving HNW individuals, trusts, and charities with bespoke portfolio management. Comparable to Henwood Court's Portfoliosense® offering in evidence-based investment management for HNW clients, with overlapping target segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• Instagraminstagram.com/henwoodcourt/?igsh=YTFoaTduenY4OW5i&utm_source=qr#
• Xx.com/Henwood_Court

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Henwood Court Financial Planning