Henwood Court Financial Planning Ltd stands as a distinguished, multi-award-winning chartered financial planning and wealth management firm located in Birmingham. The firm specialises in lifestyle-based financial planning, particularly focusing on retirement planning for individuals aged 50 and above. Nicholas Platt, serving as the managing director and chartered financial planner, is an expert in investments, tax matters, and pensions. Their dedicated team collaborates with individuals seeking to attain and sustain financial independence. Their primary objective is to provide tailored, independent advice for each client. The team's expertise aids you in comprehending your financial goals and formulating a personalised financial planning strategy, facilitating a life in accordance with your aspirations through astute money management. They excel in delivering a truly unique and individualised service, particularly catering to business owners both before and during the exit phase of their ventures. Their relentless commitment revolves around offering outstanding advice and enhancing their clients' financial well-being.
UNIQUE FACTS:
• Unique And Personalised Service
• Dynamic Financial Plan
• Online Consultations.
3 Best Financial Services in Birmingham, UK
Expert recommended Top 3 Financial Services in Birmingham, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
HENWOOD COURT FINANCIAL PLANNING LTD REVIEWS
Henwood Court were recommended to me & I have been most ably assisted by them for over 5 years. It is an absolute pleasure to deal with them. Nick, Helen & Yvonne are a wonderful team. They really take the time to get to know my circumstances & have consistently provided me & my family with excellent bespoke planning & advice. Nothing is too much trouble & I can contact them at any time & they are always very happy to assist. They also provide regular updates on Financial news, Budget information & changes to legislation & were wonderful at keeping in touch with relevant & reassuring information throughout the Pandemic. They make a point of keeping in regular touch throughout the year, making you feel a valued client & one of the family. I very highly recommend them to anyone thinking of seeking Financial Planning & Retirement advice.
We have been clients of Henwood Court for over 4 years. They have taken the trouble to fully understand all our family( including 3 adult sons) needs, hopes and aspirations. Investment decisions for the two of us and for our family trusts are based on very sound principles and are designed for the long run. They are available at any time to discuss issues that may arise and this is backed up by a thorough annual review of our investments and financial strategy. We feel that this level of personal care is rare. David and Kathy Greenfield.
We have been really happy with the service we have had from Henwood Court. Over the last couple of years they have helped us navigate some complicated issues and come to a clear understanding of how to address our current and future financial needs. Declan and Lenea have been helpful, responsive, clear and supportive. They have also gently nudged us when needed and kept us on track. We would highly recommend Henwood Court to anyone looking for advice and help with their financial planning
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'Affinity Financial Planning' serves as your local financial advisor in Birmingham. Darshan Sekhon, the Principal at Affinity Financial Planning, boasts a distinguished career as a professional financial consultant spanning over 31 years. By delving into your financial objectives, they can craft a bespoke financial strategy tailored precisely to your needs, drawing upon a thoughtfully selected array of products and services from reputable companies that align with their exacting standards. Their core focus revolves around establishing enduring relationships with their clients. They aspire to motivate and empower their clients to take control of their lives and transform their dreams into reality.
Affinity Financial Planning's adept team is well-equipped to provide professional and expert financial guidance in areas such as pension planning, investment planning, and protection, ensuring that your financial future remains secure and prosperous.
UNIQUE FACTS:
• 31 Years Experience
• 97 Current Investments
• 6 Specialist Industries.
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Working Hours:
Sat & Sun: Closed
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AFFINITY FINANCIAL PLANNING REVIEWS
It has been such a great experience meeting Darshan, Lindsey and the team from Affinity. I have met quite a lot of financial advisors in recent years and was very keen to find someone who i could actually meet face to face and speak to, who understood my goals and aspirations and who i felt i could really trust. I have been delighted with the level of expertise and the friendly, warm approach by the team. And of course, it's nice to see my wealth increasing already too and we only started quite recently. would highly recommend. :)
Darshan and the team are a delight to deal with, they are very informative with all aspects of my pension. I would recommend them.
Professional financial advice and service, delivered in friendly and easily understood manner. I found a solution here to invest my pension pot with a draw down option when required.
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Thomas Anthony Wealth Management Ltd is a prominent player in the realm of financial planning in Birmingham. Vass, their Independent Financial and Mortgage Advisor, has been an integral part of the financial services landscape since 1982, including experience in personal and small business banking. In 2004, he assumed the role of director at Thomas Anthony Financial Services Ltd., where he has been instrumental since its inception. The hallmark of their service is the provision of top-tier, personalized solutions tailored to meet the unique needs of each client. Additionally, Vass is a registered Will Writer with the Society of Will Writers and holds qualifications to provide advice on Equity Release. The team at Thomas Anthony Wealth Management Ltd takes the time to elucidate the significance of pension planning and elucidates the various options available to you. If you're seeking to solidify your financial plans, don't hesitate to reach out to them today.
UNIQUE FACTS:
• Online Consultations
• Personalised Plans
• On-site Services.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
THOMAS ANTHONY WEALTH MANAGEMENT LTD REVIEWS
Vass Koni at Thomas Anthony Financial Services has provided an exceptional level of service to us as our mortgage advisor. Consistently responding to requests quickly, communicating clearly and getting results. Throughout the process his diligence in achieving the best for you is clear. I would recommend him to anyone & won't hesitate to take up his services again in the future.
Thomas Anthony was recommended to us by my workmate and it was money well spent. Mortgage was sorted out within 48 hours, couldn't believe how easy the process was thanks to Vass and his assistance. Took out the life policy as well. I can't thank enough and highly recommend their services to anybody
Me and my husband have recently bought our first home together and our financial adviser from this company was amazing! He made the process very easy for us to understand and He was very quick with getting things done! Definitely recommend Thomas Antony Financial Services! and will definitely be using them again in the future.
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