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Client Stories

Our experience has shown us that every client is unique.

We believe our client stories speak for themselves and highlight the true benefits of seeking trusted financial advice.

I have been very impressed with the performance of my portfolio and especially the efficient quiet way that they have responded to my requests.

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

I met Michael Gould of Highwood at my accountant’s office in 2013 and quickly realised that I should appoint them. I gave 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 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 Michael 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.

Mr D.C.

It was important to me to be working with a company that I liked and felt I could get on well with, Highwood ticked those boxes.

We have been working with Highwood for personal and professional financial advice for over 12 years. I first approached them after I sold my business as I had decided to take a serious look at my Pension Fund that I’d built up over many years and to appoint new financial advisors.

Upon the recommendation of my accountants, I approached Highwood.

It was important to me to be working with a company that I liked and felt I could get on well with, and Highwood ticked those boxes. They appeared to be honest and explained things in an easy to understand and relaxed fashion without any complicated technical financial jargon. They still do.

I was looking for a company to take over my hard-earned pension fund, look after it and invest it well, in order that it would, in turn, look after me going forward. I also wanted to sleep well at night, knowing it was in safe hands.

So, many years on and I still sleep well at night, very well in fact. Highwood has looked after me extremely well, I’m now drawing down on my pension fund and am pleased to say that, even in this unsettled market, my fund is growing by at least, if not more than I’m taking out, and my capital is still intact.

Mr P.N.

We instantly had a rapport with Highwood that meant we had no hesitation talking with them about our journey so far and hopes for the future.

We have a small business and two young children, but we knew that we had gaps in our arrangements. Highwood Financial Services have been instrumental in helping us to get our financial house in order and giving us confidence in our plans for the future. Financial planning requires a high degree of trust, and we instantly had a rapport with Highwood that meant we had no hesitation talking with them about our journey so far and hopes for the future.

In conjunction with a detailed assessment of our appetite for risk, they conducted a wide-ranging financial review of our existing insurance, historic pension and ongoing savings arrangements, and gave clearly reasoned advice on how to better structure them. We discussed their recommendations in great detail and followed all of their advice.

With good life insurance and critical illness cover now in place, with new consolidated pension arrangements, we have confidence in the cover and protection that have put in place for ourselves and our family.

Mr B.C. – The French Bedroom Company

I have the utmost confidence in the wise advice that I have been given.

I have been a client of Highwood for nearly a decade and throughout that period I have been very satisfied with the prudent manner in which they have invested my savings.

I have always been impressed by the efficient and courteous service I have received and I have the utmost confidence in the wise advice that I have been given. 

I would not hesitate to recommend Michael Gould and his able team to anyone who requires sound and stable financial guidance”

Mr L.B.