Financial Planning

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 will work with you in identifying your needs, values and priorities across a number of core areas:

  • Goal Setting – Where do you want to be and when?
  • Net Worth – How much is enough for you?
  • Cash Flow – Managing your income and expenditure is vital
  • Tax Planning – Limiting the impact of tax
  • Investments – Matching your investment portfolio to your acceptance of volatility
  • Education Fee Planning – A review of current funds and funding requirements
  • Retirement – When will you achieve financial independence?
  • Estate Planning – How to maximize your legacy?
  • Risk Management: Corporate and Personal – Plan for the unforeseen
  • Charitable Giving – How much can you give, should you wish to do so?

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.

Please note: tax and cash flow planning advice are not regulated by the Financial Conduct Authority

Testimonials

We have been recommending our clients to Highwood for over ten years. Michael Gould and his team have continually exceeded their expectations. Highwood is our preferred recommendation for all our clients’ financial services needs.

Howard Rissen
Partner, Business Orchard

I would like to thank you and all of your colleagues for all of the help you have given me in sorting out my pension. As you are aware I was recommended to your company by a pension specialist who was aware of the professionalism that was given to other customers he had sent. I have to say he was correct and now I would recommend your company without any hesitation.

Once again many thanks and look forward to future and informative meetings.

Terry Reynolds
Author