Henwood Court Financial Planning Limited

• Principal Place of Business

  20 Country Park View

  Sutton Coldfield

  West Midlands

  B76 1TE

  UNITED KINGDOM

  Phone

  +4401213131370

  Web

  https://www.henwoodcourt.co.uk

• Complaints Contact

  20 Country Park View

  Sutton Coldfield

  West Midlands

  B76 1TE

  UNITED KINGDOM

  Phone

  +4401213131370

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Peter James Robbins

  IRN PJR01239

  • SMF3 Executive Director (since 17 May 2024)
  • [FCA CF] Proprietary trader (since 9 Dec 2019)
• Sarah Louise Ryley

  IRN SLR01054

  • [FCA CF] Client dealing (24 May 2024 to 12 Jul 2024)
• Simon Graham White

  IRN SGW01079

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 18 Oct 2023)
  • [FCA CF] Functions requiring qualifications (since 18 Oct 2023)
• Stephen Heslegrave

  IRN SXH01126

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 4 Aug 2025)
  • [FCA CF] Client dealing (since 4 Aug 2025)
  • [FCA CF] Proprietary trader (since 30 Jan 2024)
• Steven Read

  IRN SXR01761

  • [FCA CF] Functions requiring qualifications (5 Mar 2021 to 28 Mar 2023)
  • [FCA CF] Client dealing (18 Feb 2021 to 28 Mar 2023)
• Stuart Ian Pryor

  IRN SIP00011

  • CF30 Customer (4 Feb 2014 to 13 Feb 2015)
• Tracey Ann Foster

  IRN TAF01033

  • CF30 Customer (27 Sep 2019 to 8 Dec 2019)
• Victoria Claire Platt

  IRN VCP00004

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (4 Feb 2005 to 8 Dec 2019)

No changes recorded yet.