Contact Us
YOUR INVESTMENT VALUATION
YOUR INVESTMENT VALUATION

Quick Enquiry

Financial Planning

Aligning where you are today with where you want to be in the future.

​When planning for your financial future you want to know that you are receiving expert advice that relates to your unique needs, values, goals and ambitions.

We will gain insight into your current financial circumstances, including your wealth and lifestyle goals through skilled questioning, thorough research and analysis and cashflow forecasting. We will use this information to create your personal financial planning report that clearly explains your options, opportunities and any obstacles that may stop you achieving your goals.

Your financial plan will be regularly reviewed with you by our expert team. An annual review meeting will be arranged where we discuss your personal investment schedule and outline the progress of your financial achievements. We will identify any new life challenges you may be facing and ensure your actions remain on track with your future plans.

We help clients through many stages of their lives, including:

  • Concern with the performance of existing investments
  • Planning for retirement
  • Business management or selling a business
  • The receipt of an inheritance or other windfall
  • Passing on wealth to children and grandchildren
  • Gifting money to charity​
Highwood gives us sound advice; we receive excellent service from the team and we have been delighted with the performance of our portfolio…
As soon as we met with Highwood we felt confident that we could trust them as a financial adviser’s. They give us sound advice; we receive excellent service from the team and we have been delighted with the performance of our portfolio. We have recommended Highwood to our family, friends and clients, all of whom are equally pleased.
Mr & Mrs J.F.