3 Best Financial Services in Birmingham, UK

Henwood Court have provided my wife and I with invaluable support and advice for a number of years now. Jason is a hugely trusted (and well liked!) advisor, with excellent support provided by Laura. Jason has guided us through a number of major life decisions, always conducting a detailed assessment of our situation and then providing thoughtful and comprehensive advice. We have full confidence in his expertise and that of Henwood Court, as well as their judgement in bringing in third party support, for example an introduction to a mortgage broker. The financial tools and platforms that Henwood Court use are also excellent. Aside from the clear financial expertise, the manner in which it is provided is remarkable. The customer service from Henwood Court, but in particular Jason, is very much people-first. Taking enormous effort to understand our personal situation and that of our family, and using this as the context for the financial advice given. Jason's supportive, personable and patient style has been transformative in helping us navigate the advice given. In short, Henwood Court provide an impressively competent and wonderfully supportive service to us, and we wholeheartedly recommend them.

My husband and I have been clients of Henwood Court for some years now after we decided we needed some help in deciding how to fund our early retirement. We were naturally cautious in taking the step to engage the business as we thought we were fairly knowledgeable in the personal finance arena and were unsure of the value add they could provide. How wrong we were! Jason's knowledge and ability to simplify the most complex issues showed us that there were various ways of maximising our income and living the retirement we wanted. The route we took was not something we had considered and once explained, made perfect sense. The relationship is extremely professional, with all members of the team adopting a superior level of customer service. We have every confidence in the business and the support over the next few years means that we don’t have to worry about our financial future, which is priceless.

Jason (ably assisted by Laura) has now dealt with our affairs for the past year (although we were talking to Jason for a couple of years prior to this, getting to know him and Henwood Court). They conducted a thorough appraisal before making recommendations and guided us in a reassuring way through the process which originally we perceived to be a daunting prospect. Jason has always gone out of his way to put us as ease and has taken the time to get to know us both personally and the workings of our family. He helped to focus our minds on the future with regards to our aspirations and retirement planning (which was by no means a small task!).

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