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.
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.
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.