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Henwood Court Financial Planning Ltd Reviews

Rated 5 based on 74 Reviews

20 Country Park View, The Royal Town of Sutton Coldfield, Birmingham, Sutton Coldfield B76 1TE

Financial Services | Birmingham

Published on
February 16, 2024
Last updated
March 13, 2024

Reviews Summary

The overall company reputation of Henwood Court Financial Planning Ltd is highly positive as evidenced by the provided reviews. Customers consistently commend the personalized service and the comprehensive, future-oriented approach to financial planning. The feedback suggests that Henwood Court delivers an exemplary level of service over extended periods, ranging from 4 to over 10 years, indicating enduring customer satisfaction and loyalty. Key themes include the firm's ability to instill confidence in customers' financial plans and long-term strategies, as well as its empathetic understanding of clients' individual circumstances. Customers appreciate ongoing support which extends beyond mere financial advice to include elements of legal advice and overall life guidance. The sentiment of feeling like a valued client and part of a family frequently recurs, with a strong emphasis on trust in the team's expertise and advice. Henwood Court's responsiveness, thoroughness, and proactive communication - especially during uncertain times such as the pandemic - are also highlighted as significant factors contributing to its reputable standing.

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What Customers Are Saying About Henwood Court Financial Planning Ltd?

Trustguide uses AI to extract key phrases from reviews about Henwood Court Financial Planning Ltd and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that of Henwood Court Financial Planning Ltd's customers had a positive experience.

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Henwood Court Financial Planning Ltd Ratings

5

As of Based on 74 revies as of Feb 16, 2024

Henwood Court Financial Planning Ltd Score

As of Based on 74 revies as of Feb 16, 2024

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Customer Reviews

As of Mar 13, 2024, 74 customers have reviewed this business and rated it 5 Star out of 5. Trustguide conducted an in-depth analysis of Henwood Court Financial Planning Ltd's publicly available reviews View source

Claire Waite rated Henwood Court Financial Planning Ltd 5 stars
6 days ago
We have worked with Henwood Court for over 10 years and the service provided from the whole team during this time has been exemplary. The early planning sessions gave us the confidence in our short, medium and long term financial plans which we are now seeing coming to fruition. They have also supported us with 3rd party legal advice ensuring we have a comprehensive, end to end strategy for both when we are still here and when we are gone! We come away from every session with the team describing it as "cathartic" and with peace of mind that our best interests are being looked after. Nick, Helen and Yvonne (along with all the back office team who quietly get on with their analysis etc.) have become trusted confidantes. Without their professional support and guidance, we would not have taken to step to retire when we did, being fearful of "spending" our pot having worked hard for it all our lives. We now regularly have "pinch me" moments as we are so happy and fulfilled, quietly whittling away our buckets having a wonderful time working through our to do lists in the knowledge that we can achieve our goals financially. A lot of our friends prefer to do their own financial planning citing the fees payable to advisors. However, we feel that the advice and support from Henwood Court is priceless and are so pleased we took the decision to use them many years ago. We wholeheartedly recommend Henwood Court and trust the team implicitly.
David Copley rated Henwood Court Financial Planning Ltd 5 stars
3 months ago
We have been involved with Henwood Court for over 5 years and have always appreciated their comprehensive approach to financial planning and life style wishes. They have a willingness to explain detail and to re-explain information when needed. It is good to have them on our side not just because of their expertise but also because of the personal relationship which they endeavor to promote and maintain.
Richard Harris rated Henwood Court Financial Planning Ltd 5 stars
3 months ago
My mother was helped by Nick years ago, before Henwood Court, and I was impressed by his thoroughness and courtesy. My wife and I have transferred our financial affairs to HC, and our son and his wife have done the same. They are efficient and totally reliable, and take a lot of trouble to understand individual client concerns. I'm not surprised to discover that they have a high staff:client ratio, and it produces the kind of service I value.

Frequently Asked Questions About Henwood Court Financial Planning Ltd

What sets Henwood Court apart from other financial planning services?

According to customer reviews, Henwood Court stands out due to its personalized service, comprehensive long-term financial planning, and a high level of trust built with clients. They also emphasize ongoing support, attention to individual client concerns, and frequent, proactive communication.

Can Henwood Court assist with not just financial planning but also with legal advice and life planning?

Yes, reviews suggest that Henwood Court supports clients with third-party legal advice and assists in creating comprehensive strategies for various life stages, including preparation for retirement and estate planning, ensuring clients feel secure in both present circumstances and future arrangements.

How does Henwood Court maintain its client relationships?

Customers report that Henwood Court maintains strong relationships by understanding their unique circumstances, engaging in regular, informative communications, and by fostering personal connections that make clients feel like part of a family while encouraging them to enjoy life within their financial means.

About Henwood Court Financial Planning Ltd

Financial Services

Henwood Court are a Chartered Financial Planning business recently winning both the Money Marketing and Moneyfacts 2020 Retirement Adviser of the Year Awards, and are a New Model Adviser Top 100 Firm.We deliver highly personalised financial advice. This all starts with a Financial Life Plan. This identifies the life you want to live and then mobilises your resources to achieve just that with bespoke independent advice relating to your investments, pensions and estate planning.We do things differently and do things better, delivering massive peace of mind and contentment to our clients and their families through the careful management of their money.Creating your tomorrow...

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How is this report generated

Trustguide uses AI to generate concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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