Pension Transfer Gold Standard

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

I’ve worked with Highwood since we started our company over 12 years ago. Highwood now not only works with my business partner and me, but also a large number of the 80 people that work here at Grand Union. In addition to always getting strong financial advice from the Highwood team, I rely on Michael Gould for crucial guidance and support in relation to my family and professional finances. His expertise, understanding and, above all, candour has proved invaluable throughout this time.

Matt Nicholls
Chief Executive, Grand Union Limited

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.

Mr Peter Ferstendik