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

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.

Paul Hodgetts

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