Pension Transfer Gold Standard

What We Do

Experience has shown that every client is different...

Financial Planning

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 >>

Cash Flow Planning

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

Testimonials

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.

Warren Hampton
General Manager, Networks Division at Samsung Electronics

I’ve worked with Highwood since we started our company over 12 years ago. Highwood now not only works with my business partner and me, but also a large number of the 80 people that work here at Grand Union. In addition to always getting strong financial advice from the Highwood team, I rely on Michael Gould for crucial guidance and support in relation to my family and professional finances. His expertise, understanding and, above all, candour has proved invaluable throughout this time.

Matt Nicholls
Chief Executive, Grand Union Limited