We were recommended to Henwood Court by a colleague which was motivated by our wish to retire and the diagnosis of a serious medical condition. Henwood Court took a comprehensive look not just at all our finances, but our hopes and aspirations, creating a financial plan that confirmed we could retire and have sufficient money to fund more than a decent retirement. As a direct result of the advice, we have retired, sold our house and relocated to the coast. While it is still early days with our relationship, working with Henwood Court is the best thing we have ever done with our finances

David

As a client of Henwood Court for a number of years I can say that they have my back. I am a busy professional with little time or inclination to manage my own financial affairs. But, as important as this is, they do far more than just managing my money. They have spent a considerable amount of time getting to know and understand me and my family. I have a financial life plan, which I review regularly, and they partner with me to help me achieve my goals and indeed keep me on track. I am not a faceless number, but an individual who is personally looked after by a well-qualified and professional team. When I want or need something, they get it done, but perhaps more importantly, they proactively make me aware of the issues that could have an adverse impact upon me, and tax saving or investment opportunities that I did not know even existed. I have full confidence in their knowledge, skills and ability, and they give me an enormous amount of peace of mind, knowing that if I am not able, or not here, they can help my family organise my affairs, and continue to look after their needs and care for them as they care for me. I am very happy with the performance of my portfolio which they manage on my behalf, while they have a network of other trusted professionals whom I often tap into when in need of advice. Henwood Court is like a close friend, someone you can trust, share things with, knowing they always have your best interests at heart, and are there for you in good times and bad. This is something I cannot put a price on. It is a special place created by special people

Gaye Morris, MD Next Steps