We strongly believe that clients should embrace the concept of Wealth Management – the integration of financial planning, investment advice, tax and estate planning – rather than considering their affairs on a piecemeal basis.
The development of an individual’s investment strategy remains a cornerstone of Wealth Management and is key to successfully achieving their financial goals.
There are some core Investment Principles that investors should understand and adhere to:
Highwood’s Investment Committee meets every quarter to review all aspects of our investment process. Clients receive a copy of the minutes of these meetings as part of our ongoing commitment to transparency and independence.
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.
An excellent team, from top to bottom, that operate at the pinnacle of their field. 5 stars *****
I would like to thank you and all of your colleagues for all of the help you have given me in sorting out my pension. As you are aware I was recommended to your company by a pension specialist who was aware of the professionalism that was given to other customers he had sent. I have to say he was correct and now I would recommend your company without any hesitation.
Once again many thanks and look forward to future and informative meetings.