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
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.
Highwood Financial Services have been instrumental in helping us to get our financial house in order and giving us confidence in our plans for the future. We have a small business, and two young children, but we knew that we had gaps in our arrangements. Financial planning requires a high degree of trust, and we instantly had a rapport with Michael Gould that meant we had no hesitation talking with him about our journey so far and hopes for the future. In conjunction with a detailed assessment of our appetite for risk, he conducted a wide-ranging financial review of our existing insurance, historic pension and ongoing savings arrangements, and gave clearly reasoned advice on how to better structure them. We discussed his recommendations in great detail and followed all of his advice. With good life insurance and critical illness cover now in place, with new consolidated pension arrangements, we have confidence in the cover and plans that have put in place for ourselves and our family.