Henwood Court Financial Planning Limited Employee Directory
Financial ServicesEngland, United Kingdom11-50 Employees
Henwood Court Financial Planning Limited is a mid-sized financial services firm based in Birmingham, West Midlands. It operates as chartered financial planners serving professionals, business owners, and retirees who seek clarity, structure, and confidence in managing their wealth. With more than twenty years of experience, the firm brings together financial planning, investment strategy, and long-term thinking aligned to clients' priorities. The firm emphasizes a people-centered approach and aims to foster ongoing relationships rather than one-off transactions. Its client-centered process includes a structured discovery phase to understand life, goals, and priorities, resulting in a personalized plan. In 2022 the firm expanded its team with the hire of a Financial Planning Assistant, and it has earned industry recognition for retirement planning in recent years.