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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
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.