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Our Services

We take a holistic approach to planning your financial success

Our range of financial services offer tailored solutions to both individual and corporate clients.
Do you have £350,000 or more of investable assets for which you require advice? We work with you to piece together your money, your needs and your values into one cohesive financial plan. When new clients come to us they are often focused on only one aspect of financial planning, with our help and guidance they come to realise how all the pieces interact and fit together to create financial wellbeing.
Ready to Switch?

Switching to Highwood from your existing financial advisers is straight forward and stress-free. Book your Complimentary Discovery Meeting with us today and find out how Highwood can help you reach your financial goals more efficiently.

Financial Planning
Cashflow Planning
Protection planning
Wealth Management
Retirement Planning
Tax Planning
Financial Coaching
Business Planning

Our Investment philosophy

We rely on a disciplined approach, grounded in academic research and proven over time, to help you meet your financial goals.  We aim to keep costs low and only expose you to the level of risk that is appropriate for you. We don’t try to predict the future and we will never ask you to hold something in your portfolio that the Partners of Highwood do not hold themselves – by being co-invested with our clients you can be sure that our interests are aligned with yours.          

Your Journey with Highwood

Discovery Meeting

It all starts with a coffee and a chat. We will take the time to understand your needs, aspirations and financial planning goals. We will ask some thought-provoking questions to get you to think about what’s really important to you, and make sure we understand your attitude to risk. Finally, we will explain our services and where we could add value to your current financial situation.

Planning for your future

We’ll analyse your current situation to identify new opportunities. We will share our research with you, clearly explaining your options and the benefits of each. We will then write to you setting out in detail the work we have agreed to complete.

Agreeing your plan

We will prepare your comprehensive financial plan and an investment strategy tailored to you. This may involve building a cashflow model to show you how your financial future will look both now and upon following our advice. We will make clear and concise recommendations that will work collectively to help you achieve your financial and life goals.


We will put your plan into action. We will take care of all of the administration and submit any necessary paperwork. Our friendly team will be on hand to answer any questions you may have.

Regular Review Meetings

We’ll hold regular review meetings to track your progress and review and develop your plan. In the meantime, you get on with enjoying your life knowing that your finances are taken care of.