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Henwood Court Financial Planning we are dedicated to providing
quality independent financial advice combined with an excellent
service to both corporate and private clients.
Our first priority is a happy, content and satisfied client.
We recognise that everyone has different financial needs and
objectives. Part of our remit therefore is to invest time
with you so that we may understand your finances and goals,
and then work to provide bespoke financial solutions. Equally,
we recognise that clients’ requirements for advice will
differ. We therefore strive to provide an individual distinctive
service unique to your needs.
People today are bombarded with financial information from
any number of sources, including television, newspapers and
the internet. This has done little to allay the fears and
concerns that many of people have. Our individual approach
offers solutions to all financial concerns, helping to set
Henwood Court apart from the 'average' IFA and ensuring a
stronger, longer-lasting relationship.
We are ardent supporters of ‘goals based financial
planning’. This means that we spend with you to understand
your financial priorities and goals and construct a detailed
financial strategy to begin the journey towards achieving
these goals. We aren’t a transaction based financial
services provider that adopts a ‘one size fits all approach’.
We are professional financial planners and as such will design
a tailor made personal financial solution to your individual
needs.
A financial adviser will help you with money issues –
that is what they are there for. But a good financial
planner will begin by helping you to understand why you are
doing the things that you do, and where you are heading.
Putting your aims and objectives in context, and helping you
to create a fulfilling and rewarding financial plan is skilled
work. It is what we at Henwood Court specialise in.
We are Financial Planners. Planning means
having a clear objective in view, and then devising a strategy
to achieve it in the most efficient and effective manner possible.
Our sole concern is with helping you to meet your life goals
through the proper management of your financial resources.
Our success is primarily measured by our clients' success
in achieving their goals.
We believe that our clients must consider their financial
objectives and set their own goals. Our role is to
educate and motivate our clients in the process and to help
them to define, quantify and prioritize their goals. At Henwood
Court we practice a distinctly different form of financial
planning that begins with finding out what is really
important to you. We will then work with you objectively,
helping to provoke thought and consideration, putting your
finances into context and enabling you to determine the right
financial strategy that lay the foundations towards fulfilling
your aspirations while filling any cracks that may appear
along the way.
“You have to do it by yourself BUT you cannot do it
alone.”
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