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|
Very simply, I cannot speak highly enough of Michael Gould and all that I have had the pleasure of dealing with at Highwood. Knowledgeable. Affable. Personable. Nothing is too much trouble and no question (however silly it may seem to you) too trivial for a quick and accurate answer.
Most importantly, Michael ensures that he understands EXACTLY what you are trying to achieve long before you put anything into place.
An excellent team, from top to bottom, that operate at the pinnacle of their field. 5 stars *****
My accountant recommended that I should take advice from a different independent financial advisor four years ago, as my investments were scattered and not especially tax efficient. They recommended I meet Highwood.
I met Michael Gould of Highwood at my accountants office in 2013 and quickly realised that I should appoint them. I gave them details of all my assets and they took approximately a month to prepare a thorough written investment report which we followed up with a further meeting. On their advice I gradually changed various holdings including organising my SIPP and setting up Educational trusts for my grandchildren etc.
I have been very impressed after three years with the performance of my portfolio and especially the efficient quiet way that they have responded to my requests. I now have an annual meeting with Highwood to receive a written report and in the Interim they deal with my requests quickly and efficiently in correspondence and by phone. All the team at Highwood appear to be very professional and I have no hesitation in recommending them