Run by partners with many years combined experience in financial planning and wealth management.
Highwood team members share the same ethos of trust, honesty and transparency, offering solid market experience with unparalleled service skills.
The Partners and Advisers of the firm enjoy the support of a long-standing, loyal and knowledgeable Admin team, dedicated to providing the best possible service to our clients.
Chartered Financial Planner
We do not advise on the services of any one company – We offer access to the entire market for our clients
Michael has been advising clients on all aspects of wealth management and has over three decades of experience. He specialises in working with high net worth clients and helping them to manage their investments. Much of Michael’s time is spent with our professional Partners with whom we work closely to provide financial services to their clients, assisting many firms of accountants and solicitors in complex areas of tax and investment planning.
Michael is often invited to give lectures to Directors at companies on financial planning and was instrumental in creating a series of seminars providing financial education to employees.
Natalie has achieved the pinnacle of financial services qualifications as a Fellow of the Personal Finance Society. In addition Natalie is amongst a very small number of advisers who have also achieved the Chartered Financial Planner and Certified Financial Planner status.
Natalie works closely with Michael Gould as the Partner responsible for Client Services. She helps clients make important informed financial decisions with the help of long term cashflow forecasting.
Chartered Financial Planner
After working for a couple of practices and obtaining senior financial planner status, Caroline joined Highwood. She now has advanced qualifications in Tax, Trusts, Pensions and Investments and has achieved Chartered Financial Planner status, one of the highest qualifications in the financial sector. An in depth technological knowledge has enabled Caroline to work closely with clients to offer solutions carefully tailored to their requirements.
Previous to joining the financial services industry John achieved a Honours degree in Business Management before working in the fashion industry as marketing and sales director for a wholesale retail operation.
Prior to work in mainstream industry John was employed in the ski industry and is a qualified Ski Instructor.
Within the financial services sector John is a general practitioner dealing with most aspects of Financial Planning. He believes in taking a holistic approach to client service, looking at the whole client and not concentrating on one small area of planning but the overall picture, thus working in harmony with clients and their advisers so that everyone sings off the same hymn sheet. John’s business experience enables him to have an understanding of the needs of the modern entrepreneur and their family.
Matt is a Chartered Wealth Manager and Chartered Fellow of the CISI, the largest professional body for those who work in the securities and investment industry in the UK.
At Highwood Matt is the Partner responsible for the Investment Team, overseeing asset allocation, research, fund selection, portfolio management and performance analysis.
In 1999, Dawn joined Highwood to set up their mortgage desk, although she was also heavily involved in Compliance and back office administration. She became a Partner in 2002.
Dawn spends much of her time overseeing the day-to-day running of the firm and is the Compliance Officer.
After an initial period working in sales management within the building society sector and as an economist for the Council of mortgage lenders, Julian moved into financial planning in 1989 and has continued in this role to this day.
He has gained invaluable experience working for both large institutions including Standard Life, Coutts bank and Cazenove Capital Management as well as privately owned independent financial advisory companies over the period. He specializes in offering investment, pension and estate planning solutions to high net worth individuals including business owners.
Julian enjoys spending time with his family and friends, keeping fit, and is a keen Arsenal fan.