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 accountant recommended that I should take advice from a different independent financial advisor four years ago, as my investments were scattered and not especially tax efficient. They recommended I meet Highwood.
I met Michael Gould of Highwood at my accountants office in 2013 and quickly realised that I should appoint them. I gave them 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 after three years 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 Highwood 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
Like many people I have used a number of financial advisers. The service at Highwood is the best. Their advice is tailored to my needs, they are always available and it’s delivered in a professional and balanced manner.