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    Henwood Court Financial Planning

    Updated October 2026.

    About Henwood Court Financial Planning

    Company Overview
    Henwood Court Financial Planning is a Chartered, independent financial planning and wealth management firm based in the Midlands. For over 20 years, we have built long-lasting relationships with clients, helping them navigate life's important financial decisions with clarity and confidence. Our dedicated team provides a highly personalised service, combining expert financial advice with genuine care and understanding. We believe our people are at the heart of everything we do, fostering a supportive, collaborative culture where everyone is valued and encouraged to thrive. Our philosophy is simple: helping our clients live a rich life, not just a wealthy one.
    Company Size 25 UK-based Employees
    (Small)
    INDUSTRY Financial Services & Insurance
    CONNECT
    Henwood Court Financial Planning Head Office
    Birmingham , West Midlands
    West Midlands, United Kingdom

    Employee Demographics

    Tenure
    • <2 years - 36%
    • 2-5 years - 20%
    • 6-10 years - 20%
    • 11-15 years - 8%
    • 16-20 years - 4%
    • Over 20 years - 12%

    Company Culture at Henwood Court Financial Planning

    The employee experience below at Henwood Court Financial Planning, compared to a typical company.

    75% of employees at Henwood Court Financial Planning say it is a great place to work*, compared to 54% of employees at a typical UK based company.
    Henwood Court Financial Planning
    75%
    Typical Company
    54%
    *Responses to the statement “Taking everything into account, I would say this is a great place to work.” vs. a typical UK company.

    100%

    People here are treated fairly regardless of their race.

    100%

    People celebrate special events around here.

    100%

    People here are treated fairly regardless of their sexual orientation.

    100%

    Our customers would rate the service we deliver as "excellent."

    96%

    This is a physically safe place to work.

    Working at Henwood Court Financial Planning

    Our Midlands office, The Cruck Barn.
    Henwood Court Directors Nick Platt, Victoria Platt, Jason Ashman and Peter Robbins.
    Henwood Court Financial Planners Helen Allan, Nick Platt, Jason Ashman, Simon White, Anthony Richards, Tom Stone and Ste
    The Henwood Court Team
    Peter Robbins, Director of Technical and Investment, collecting the Adviser Firm of the Year – Midlands award at the Pro
    The Henwood Court team celebrating our 20th anniversary.
    Director Victoria with a long-standing client at Henwood Court’s 20th anniversary celebration.

    Getting the list of awards....

    Best Workplaces Lists

    Great Place To Work® is proud to recognise Henwood Court Financial Planning on the following Best Workplaces Lists.

    Interested in a career at Henwood Court Financial Planning, or just want to know more?

    To discover what sets Henwood Court Financial Planning apart and explore relevant career opportunities, take a look at their website.

    Visit Their Website

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