Insights

Affluent client focus Targets successful professionals, business owners and retirees seeking clarity, structure and confidence in wealth decisions, indicating potential for high-net-worth engagement and fee-based planning opportunities.

Long-term partnerships Emphasizes relationship-based financial planning over transactions, suggesting sales approaches centered on ongoing advisory retainers, ongoing reviews, and expanded service lines such as investment strategy and life planning.

Awarded credibility Multiple industry awards and Chartered status bolster trust; use in outreach to secure introductory meetings and cross-sell to clients of similar advisory firms seeking validated incumbents.

Growth moments Notable milestones include business growth, wealth events, retirement planning, and the recent website and podcast launches, presenting opportunities to offer planning services around business exits, succession, and education content marketing partnerships.

Digital engagement Tech stack and recent digital initiatives (new website, podcast) indicate readiness for digital marketing, lead magnets, webinars, and targeted content to attract professionals and expanding retiree segments.

Similar companies to Henwood Court Financial Planning

Henwood Court Financial Planning Tech Stack

Henwood Court Financial Planning uses 8 technology products and services including WordPress, SendGrid, Twemoji, and more. Explore Henwood Court Financial Planning's tech stack below.

Media & News

Henwood Court Financial Planning's Email Address Formats

Henwood Court Financial Planning uses at least 3 email formats:
Henwood Court Financial Planning Email FormatsExamplePercentage
First.Last@henwoodcourt.co.ukJohn.Doe@henwoodcourt.co.uk
82%
FirstLast@henwoodcourt.co.ukJohnDoe@henwoodcourt.co.uk
10%
First.Middle@henwoodcourt.co.ukJohn.Michael@henwoodcourt.co.uk
8%

Frequently Asked Questions

What is Henwood Court Financial Planning's phone number?

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You can contact Henwood Court Financial Planning's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Henwood Court Financial Planning's official website and social media links?

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Henwood Court Financial Planning's official website is henwoodcourt.co.uk and has social profiles on LinkedIn.

How much revenue does Henwood Court Financial Planning generate?

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As of August 2026, Henwood Court Financial Planning's annual revenue is estimated to be $1M - $10M.

What is Henwood Court Financial Planning's SIC code and NAICS code?

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Henwood Court Financial Planning's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Henwood Court Financial Planning have currently?

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As of August 2026, Henwood Court Financial Planning has approximately 31 employees across 1 continents, including Europe. Key team members include Business Owner: M. C. -. F. P. I., Founding Partner & Certified Financial Planner: M. C. and Non Executive Director: G. M. -. Explore Henwood Court Financial Planning's employee directory with LeadIQ.

What industry does Henwood Court Financial Planning belong to?

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Henwood Court Financial Planning operates in the Financial Services industry.

What technology does Henwood Court Financial Planning use?

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Henwood Court Financial Planning's tech stack includes WordPress, SendGrid, Twemoji, Brevo, WP Engine, reCAPTCHA, Tailwind CSS and Vimeo.

What is Henwood Court Financial Planning's email format?

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Henwood Court Financial Planning's email format typically follows the pattern of First.Last@henwoodcourt.co.uk. Find more Henwood Court Financial Planning email formats with LeadIQ.

When was Henwood Court Financial Planning founded?

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Henwood Court Financial Planning was founded in 2005.
Henwood Court Financial Planning logo

Henwood Court Financial Planning

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.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Henwood Court Financial Planning's revenue is estimated to be in the range of $1M - $10M

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