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:
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
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.
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.