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.
My husband and I have been with Highwood for three years. After our previous experiences with financial advisers, it was an enormous relief to find someone who explains everything in language we understand, who sets out the detail of our investments and importantly any charges incurred in a transparent way, and who always responds quickly to any queries we have. We came to Highwood at a time when we had to sort out my mother’s estate and had lots of decisions to make. Michael ‘held our hand’ through the process, and helped to clarify the options we had, and made it all feel much less daunting. We would (and do) highly recommend Highwood.
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.