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

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
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. We have a small business, and two young children, but we knew that we had gaps in our arrangements. Financial planning requires a high degree of trust, and we instantly had a rapport with Michael Gould that meant we had no hesitation talking with him about our journey so far and hopes for the future. In conjunction with a detailed assessment of our appetite for risk, he 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 his recommendations in great detail and followed all of his advice. With good life insurance and critical illness cover now in place, with new consolidated pension arrangements, we have confidence in the cover and plans that have put in place for ourselves and our family.
Ben Cons
The French Bedroom Company