We can provide clients with peace of mind when we help to answer these questions for you, by using our specialist cash flow software we arm you with all the information you need to be able to make informed decisions about your lifestyle choices.
We believe that Cash Flow Forecasting should be one of the first steps when preparing a financial plan. When clients fully understand their goals and aspirations then we can ensure that the right plan is put in place to help them achieve this.
Please note: tax and cash flow planning advice are not regulated by the Financial Conduct Authority
|Asset Class||Value £||%age|
|Unquoted Business Assets||296,625||17.31|
|Cash or Cash Equivalents||19,751||1.15|
|Quoted Shared / Directly Owned||390||0.02|
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.
Highwood’s Cash Flow Forecasting involves analysing all income and expenditure – not only at the present time but also for the future, then presenting our clients with possible scenarios in an easy-to-understand, jargon-free way, so that they have a good appreciation of what their future may look like, and helping them to stay in control.
|Risk Level||Value £||%age|
As soon as we met Michael Gould of Highwood we felt confident that we could trust him as a financial adviser. He gives us sound advice; we receive excellent service from his team and we have been delighted with the performance of our portfolio. We have recommended Highwood to our family, friends and clients, all of whom are equally pleased.
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.