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YOUR INVESTMENT VALUATION
YOUR INVESTMENT VALUATION

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Our Fees

Our services are fee-based

We only work with clients where we can add value and for this reason our service is intended for clients who hold at least £250,000 with us.

We will provide you with a comprehensive financial planning and wealth management service that ensures you are on track to meet your short and long-term financial aspirations.

Our fees are based on the amount of money you have invested with us:

Investment Capital
£250,000 - £2,000,000
£2,000,001-£5,000,000
£5,000,001+
Our Fee
1% per annum
0.8% per annum
0.5% per annum

Advice Fees

We charge a fee commensurate with the advice required. When preparing our recommendations we will always agree with you the fee that will be payable before we start. Where we are implementing life assurance policies commission may be payable which will be offset against your total fees.

As part of our holistic approach, we may make introductions to the services of other professionals who share our values and will agree on any fees due separately.

Why Highwood?
  • The average fund management costs for our clients is just 0.23% – offering excellent value
  • We will be completely transparent about all applicable fees before you invest
  • We negotiate the best terms possible with third-party product providers for our clients
  • Most of our clients pay no dealing fees’
  • Our service includes regular reviews of your investments
  • We operate independently and can therefore offer advice based on a comprehensive and fair analysis of the market
Highwood Biannual Customer Satisfaction Survey
Knowledgeable. Affable. Personable. Nothing is too much trouble and no question (however silly it may seem to you) too trivial for a quick and accurate answer…
Very simply, I cannot speak highly enough of Michael Gould and all that I have had the pleasure of dealing with at Highwood. Knowledgeable. Affable. Personable. Nothing is too much trouble and no question (however silly it may seem to you) too trivial for a quick and accurate answer. Most importantly, Michael ensures that he understands EXACTLY what you are trying to achieve long before you put anything into place.
Mr J.R.