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.
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