Highwood Financial Services
Working in certain fields can mean you have particularly complex financial requirements and little time to dedicate to them. We offer guidance, ideas and support that will help you achieve your financial ambitions and remove the burden of making difficult financial decisions alone. We work with business owners and professionals including: • Entrepreneurs • Directors • Accountants • Lawyers We also build relationships with professionals who need a financial advisor they can trust when making recommendations to clients. How we can help: 1] Wealth management - Investment solutions that maximise returns and control risk 2] Financial coaching – Empowering you to reach your goals and avoid common pitfalls 3] Tax planning - Taking advantage of your personal allowances 4] Managing risk on both a corporate and personal level 5] Retirement planning and managing your pension in retirement 6] Cashflow planning - Managing your income and expenditure What our clients say: ‘100% of our clients would recommend Highwood’ and ‘93% say that Highwood performs better than their previous wealth manager’ (statistics based on our biannual customer satisfaction survey) ‘We have a business and two young children, but we knew that we had gaps in our arrangements. Highwood Financial Services have been instrumental in helping us to get our financial house in order and giving us confidence in our plans for the future.’ Mr B.C- The French Bedroom Company ‘I met Michael Gould of Highwood at my accountant's office in 2013 and quickly realised that I should appoint them. I have since been very impressed with the performance of my portfolio and the efficient way that they respond to my requests.’ Mr D.C. If you would like to discuss how we could add value to your personal or professional finances please call us on 01923 479850 for a no obligation initial discussion or e-mail enquiries@highwood.co.uk
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Verified contacts
18
available on Kipplo
LinkedIn employees
30
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
3
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- DH
Dawn Herriott
Partner · General Business & Management
EmailPhone - JH
John Helfgott
Director · General Business & Management
EmailPhone - MH
Matt Harfitt
Partner · General Business & Management
EmailPhone - NC
Natalie Cain
Partner · General Business & Management
EmailPhone - CA
Caroline Ashton
Client Manager · Customer/Client Service
EmailPhone - DA
David Assor
Client Manager · Customer/Client Service
EmailPhone - HF
Harriet Fidler
Assistant Investment Manager · Finance & Accounting
EmailPhone - GH
Gill Herriott
Personal Assistant · General Business & Management
EmailPhone - JC
Jenny Cain
Personal Assistant · General Business & Management
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Highwood Financial Services
14 distinct titles indexed · top 10 shown.
- 3partner
- 2client manager
- 2personal assistant
- 1assistant investment manager
- 1director
- 1founding partner
- 1ifa
- 1junior paraplanner
- 1landscaper
- 1machinery sales
- +4more titles
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