We work together to develop a Financial Plan to help clients to achieve and maintain their desired lifestyle with financial independence.
Our mission is to deliver trusted impartial advice and a high level of service to help discerning clients preserve their wealth and achieve their lifestyle goals.
Do you have £250,000 or more of investable assets for which you require advice? Our aim is to protect your wealth, ensure that you never run out of money and are financially well organised. To achieve your objectives will involve a number of elements that may include Cash Flow Forecasting as well as Investment, Retirement and Tax Planning.
An independent survey reveals that 56% of clients who responded have been with Highwood for over 5 years; 93% say that Highwood performs better than their previous wealth manager; 100% would recommend Highwood (Source: Highwood Biennial Customer Satisfaction Survey).
With solid foundations based on trustworthiness, stability and honesty, Highwood has built up a reputation as a business committed to providing sound, jargon-free, fee-based financial advice to preserve your wealth.
Financial planning can often cause worry. Most of the time clients are focussed only on one part of their planning. With our help and guidance we aim to educate on how all the pieces interact and can start fitting the pieces together, one by one. We teach our clients to follow a disciplined wealth management process. All clients receive a tailored and structured financial plan which provides you with control and peace of mind.
With the unexpected nature of life many people have no idea where they are heading financially. They may have assets, investments, and high levels of income, but they may not have any firm grasp of what it all means, or what sort of financial future they should expect.
That is why Cash Flow Forecasting should be an integral step in all financial plans.
I’ve worked with Highwood since we started our company over 12 years ago. Highwood now not only works with my business partner and me, but also a large number of the 80 people that work here at Grand Union. In addition to always getting strong financial advice from the Highwood team, I rely on Michael Gould for crucial guidance and support in relation to my family and professional finances. His expertise, understanding and, above all, candour has proved invaluable throughout this time.
John Helfgott is the consummate professional in delivering results. With excellent financial expertise and customer insight he ensures that the client gets the quality of service and product offering that the competitive market place requires. I highly recommend him.