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Henwood Court Financial Planning Ltd

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Sutton Coldfield
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/

14/10/2026

Today, we’re celebrating a very special milestone as our wonderful Lenea, or as she’s known to us and many of our clients, Le, celebrates 10 years with Henwood Court! 💜✨

Over the past decade, Le has been a key member of the team, working behind the scenes to support our Financial Planners in delivering the very best service to our clients. She goes above and beyond for both clients and colleagues alike, and her dedication, care and commitment make her such an invaluable part of the HC family.

But it’s not just her hard work that makes Le so special! She’s also the life and soul of the party, our very own MC and DJ, and a talented poet who has treated us to some amazing poems over the years! She’s also the person you can always count on to have her rollers in by 6am when there’s a Christmas party on the horizon! 🎤

We’re incredibly lucky to have Le as part of our team and are so grateful for everything she brings to Henwood Court, both in and out of the office.

Thank you, Le, for 10 wonderful years! 💜🥂

13/10/2026

We are delighted to announce Liberty Jamboree as Henwood Court’s Charity of the Year! 💜

Liberty Jamboree is a truly fantastic local charity doing incredible work to support children, young people and young adults with special educational needs, disabilities and additional challenges across Staffordshire and the West Midlands.

Through inclusive youth clubs, sports, social activities, holidays and opportunities to develop life and employment skills, Liberty creates a community where young people can build confidence, develop independence, form friendships and, most importantly, enjoy life to the fullest.

This morning, we had the absolute pleasure of welcoming a small group from Liberty to the Cruck Barn.

They spent time meeting our team, introducing themselves, telling us about everything they have been getting up to and enjoying a little tour of our home here at Henwood Court.

It was wonderful to meet them all, hear their stories and see first-hand the amazing people who make the Liberty community so special. They certainly set our whole team off on a lovely start to the day!

The work Liberty does is truly inspiring, from creating opportunities and building friendships to encouraging independence and making lasting memories, the difference they make to the lives of so many young people and their families is something very special.

We are so looking forward to getting involved in the Liberty community over the coming year, getting to know more of the wonderful people behind it and doing our little part to support this amazing charity and the difference it makes.

To find out more about Liberty Jamboree and the incredible work they do, click the link below. 👇🏼⭐️

21/09/2026

Today, we’re celebrating a very special milestone as our wonderful Helen Allen reaches 10 years with Henwood Court 🥂

For the past decade, Helen has been a dedicated Financial Planner, building genuine and lasting relationships with her clients and always going the extra mile to support them. Her commitment, care and passion for what she does have made such a lasting impact on both her clients and everyone here at Henwood Court.

We feel incredibly lucky to have had Helen as part of our journey for the past 10 years and are so grateful for everything she brings to the team!

Thank you, Helen, for 10 wonderful years. Here’s to celebrating everything you’ve achieved and looking forward to all that’s still to come 🙌🏼💜

11/09/2026

𝗛𝗲𝗮𝗹𝘁𝗵 𝗶𝘀 𝗪𝗲𝗮𝗹𝘁𝗵🎙️

In the latest episode of The Henwood Court Podcast, we’re joined by our long-standing client and friend of Henwood Court, the wonderful Paul Davies.

Paul speaks openly about his journey from business owner into retirement, and the mental and emotional adjustment that comes with such a significant life change.

He also shares his experience of being diagnosed with prostate cancer, how he navigated an incredibly difficult period, and the reassurance that came from having Henwood Court in his corner.

It’s a powerful and honest conversation about business, retirement, health and the importance of having a plan that can support you through both the exciting moments and the unexpected challenges life can bring.

Paul is now a Trustee of Tackle Prostate Cancer , supporting others affected by the condition and helping to raise awareness.

🎧 Stream the episode on Spotify or Apple Podcasts
▶️ Or watch the full conversation on YouTube

🔗 Find all the links in comments below

08/09/2026

🍂 The latest edition of Court Gossip is here!

There’s been plenty happening at Henwood Court over the past few months, from football victories and exciting new developments to team updates and what’s coming up next.

Have a little read and catch up on all the latest from Henwood Court!

👆🏼 Link in our bio

04/09/2026

The past few weeks, we’ve received some amazing Google reviews that we just had to share! 💜

It means so much to receive such heartfelt messages that reflect exactly who we are and what we strive to deliver.

A huge thank you to all of our clients who have taken the time to share their experience with us. Have a little read!

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.

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!

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!🙌🏼

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. 🔗

Address

20 Country Park View
Sutton Coldfield
B761TE

Opening Hours

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

Website

https://henwoodcourt.co.uk/

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