Experience has shown that every client is different...
Financial planning can often cause worry. Most of the time clients are focussed only on one part of their planning. With our help and guidance we aim to educate on how all the pieces interact and can start fitting the pieces together, one by one.
We teach our clients to follow a disciplined wealth management process. All clients receive a tailored and structured financial plan which provides you with control and peace of mind. More details >>
With the unexpected nature of life many people have no idea where they are heading financially. They may have assets, investments, and high levels of income, but they may not have any firm grasp of what it all means, or what sort of financial future they should expect.
That is why Cash Flow Forecasting should be an integral step in all financial plans. More details >>
Please note: tax and cash flow planning advice are not regulated by the Financial Conduct Authority
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.
John Helfgott is the consummate professional in delivering results. With excellent financial expertise and customer insight he ensures that the client gets the quality of service and product offering that the competitive market place requires. I highly recommend him.