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YOUR INVESTMENT VALUATION
YOUR INVESTMENT VALUATION

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Welcome to

Empowering you to build and protect your wealth with independent financial advice

Our team of highly experienced financial advisers can help you achieve your lifestyle goals and financial ambitions.

Perhaps you want to retire early and focus on doing the things you love? Build a savings and investment portfolio that provides you with financial freedom? Or grow your business in the most tax-efficient way?

We’ll work with you to establish your unique needs, values, goals and life challenges before we develop your clear and robust financial plan. We’ll always be on hand to help guide you with jargon-free, honest financial advice when you need it, allowing you to go on living your life with peace of mind knowing that your financial matters are taken care of.
Expertise
Our expert team of financial advisers hold or are working towards either Certified or Chartered status.
Experience

We are a highly established firm with over 30 years experience advising businesses and private clients.

Service
Exceptional service is at the forefront of what we do. We arrange meetings at your convenience; via video conference, at your home, place of work or our offices.
Trust

A reputable firm that builds long standing, trusted relationships with our clients, always holding their best interests at heart.

Pension Transfer Gold Standard

Highwood has been awarded the Pension Transfer Gold Standard by the Personal Finance Society. Financial advice firms who adopt and promote this standard adhere to a set of principles. As a result you can be confident that you are dealing with a professional advice firm that has your best interests at heart when receiving financial advice in relation to whether or not you should transfer your pension.

Latest News

Investment
ESG investing in 2021

ESG investing in 2021

ESG funds have grown by two-thirds in one year and account for an increasingly significant share of portfolios. The Investment Association’s (IA) ‘Responsible Investments’ category saw net retail sales more than treble to £10bn, almost a third of all 2020 sales and equal to the 2019 total for net retail sales. The IA 2020 statistics also show...

Tax
Should you incorporate?

Should you incorporate?

The decision on business structure should never be made based on tax alone as there are many other factors involved. However, the deferred tax changes announced in the Budget may tip the scales for some.