Our Clients

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:

  • Business owners or professionals
  • Pre or retirement planning
  • Inheritance or sale of business

In addition our preferred clients are:

  • People who want to work with us
  • People who follow our philosophy and share our vision
  • Clients who value a relationship with their adviser that engages, educates and mentors.

As part of our holistic approach, we may make introductions to the services of other professionals who share our values.

Why We Are Different

  • Scientific and disciplined investment process
  • Cashflow planning is an integral part of our advice
  • We restrict the number of clients each manager has to ensure every client receives the service and attention they deserve
  • We provide solutions you understand
  • Our client base is built on client and professional recommendations
  • Co-invested with you: all our principals invest their own money alongside yours in the same way
  • No quibble fee guarantee; we will refund your advice fee if you are not happy with our recommendations
  • Regular monitoring and review through a formal Investment Committee
Speculating v Investing

Testimonials

As soon as we met Michael Gould of Highwood we felt confident that we could trust him as a financial adviser. He gives us sound advice; we receive excellent service from his team and we have been delighted with the performance of our portfolio. We have recommended Highwood to our family, friends and clients, all of whom are equally pleased.

Michelle and Jeremy Fisher

We have been recommending our clients to Highwood for over ten years. Michael Gould and his team have continually exceeded their expectations. Highwood is our preferred recommendation for all our clients’ financial services needs.

Howard Rissen
Partner, Business Orchard