We only work with clients where we can add value.
For this reason we only work with clients who have liquid assets (cash, pensions, ISA & investments) of £250,000 and above.
This is likely to be people who have more complex situations:
In addition our preferred clients are:
As part of our holistic approach, we may make introductions to the services of other professionals who share our values.
My experience of Highwood is that they are run by people who put the interests of their clients first and are prepared to invest their own money into the same schemes that they are recommending to their clients. Honesty and integrity is the foremost asset that any financial advisor should have and Highwood are willing to dissuade a client from an investment if it is not in the clients best interests. If you want a personalised service, second to none, look no further than Highwood Financial Services.
After I sold my business I 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 David Grunberg of Grunberg & Co, I approached Michael Gould and Highwood. It was important to me to be working with someone that I liked and felt I could get on well with, and Michael ticked those boxes. He appeared to be a man of honesty and integrity and he explained things in an easy to understand and relaxed fashion, and without any complicated technical financial jargon. He still does. I was looking for someone 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, 5 years on and I still sleep well at night, very well in fact. Michael and his team have 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.