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.
I called in yesterday to talk through by pension investment with Paul, he was as always thoroughly professional and I just wanted to acknowledge this. We do not often meet up so for that reason it is a comfort to know Paul is around to look after things.
My husband and I have been with Highwood for three years. After our previous experiences with financial advisers, it was an enormous relief to find someone who explains everything in language we understand, who sets out the detail of our investments and importantly any charges incurred in a transparent way, and who always responds quickly to any queries we have. We came to Highwood at a time when we had to sort out my mother’s estate and had lots of decisions to make. Michael ‘held our hand’ through the process, and helped to clarify the options we had, and made it all feel much less daunting. We would (and do) highly recommend Highwood.