Henwood Court Financial Planning Limited
20 Country Park View
Walmley
Sutton Coldfield
B76 1TE
Henwood Court are a Chartered Boutique Wealth Management firm.
We provide advice largely to senior executives or business owners planning for their exit, at the point of exit or deeper into their retirement.
We work with clients and their families that wish to work in partnership with us to achieve and maintain the lifestyle they desire, with much 'carefrontation'.
We guarantee through our Financialsense programme that we will improve your and your families financial performance
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.