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

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.

Warren Hampton
General Manager, Networks Division at Samsung Electronics

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