Pension Transfer Gold Standard

About Us

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.

Whether you are building an investment portfolio, planning your financial goals or developing a successful business, we work to identify your broader financial targets, always ensuring that we never forget your values, priorities, dreams and ambitions.

In line with our Investment Philosophy, we can then make informed decisions to maximise returns and build financial security that matches your lifestyle strategy.

What makes Highwood different:

  • Long established and reputable firm with over 25 years advising clients
  • Team of highly qualified, experienced advisers and researchers
  • Holistic advice with lifetime cashflow planning
  • Commitment to ongoing client service
  • Amongst a small number of firms in the UK with access to bespoke institutional funds
  • Scientific approach to investment.

Testimonials

My accountant recommended that I should take advice from a different independent financial advisor four years ago, as my investments were scattered and not especially tax efficient.  They recommended I meet Highwood.

I met Michael Gould of Highwood at my accountants office in 2013 and quickly realised that I should appoint them.  I gave them details of all my assets and they took approximately a month to prepare a thorough written investment report which we followed up with a further meeting. On their advice I gradually changed various holdings including organising my SIPP and setting up Educational trusts for my grandchildren etc.

I have been very impressed after three years with the performance of my portfolio and especially the efficient quiet way that they have responded to my requests. I now have an annual meeting with Highwood to receive a written report and in the Interim they deal with my requests quickly and efficiently in correspondence and by phone. All the team at Highwood appear to be very professional and I have no hesitation in recommending them

David Cons FRICS

Michael’s presentation at the Moor Park Business Club was top class. Apart from my own views, I sat next to an IFA who was nodding all the way through your talk and commented on the excellent manner it was given. He said that he witnesses many similar presentations on similar topics but this had been the best ever witnessed.

As well as coaching individuals in Public Speaking, with an emphasis on Wedding Speeches, I work as an examiner/assessor for a Qualifications Awarding Organisation – English Speaking Board (ESB). As such I travel around the country assessing people giving presentations with view to them acquiring a professional qualification in Communication Skills. Had I been assessing you today there is no doubt you would have achieved a ‘Distinction’ in the ESB Award in Professional Presentation Skills which is at Degree level. Everything about it was excellent. I wish more people could communicate in such a professional manner as you did earlier today.

Graham Le-Gall
Specialist Wedding Speech Coach