Highwood Financial Services

Independent Financial Adviser  Victoria House, Hertfordshire, WD18 0DE
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FCA authorised
Last authorised 14th June 2021
We are a reputable firm with over 30 years experience helping private clients and businesses.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Mrs Natalie Cain
Partner
Mrs Dawn Herriott
Partner
Mr John Helfgott Ba(Hons) DipPFS AIFP
Partner
Mr Michael Gould DipPFS
Partner
Mrs Judith Parr
Client Manager
About us

Perhaps you want to retire early and focus on doing the things you love? Build a savings and investment portfolio that provides you with financial freedom? Or grow your business in the most tax-efficient way? We'll take the time to understand your unique needs, values, goals and life challenges before we develop your clear and robust financial plan.

Our focus is to build long-term, trusted relationships with our clients. Making complex financial decisions straightforward by ensuring that you fully understand the options available to you and the benefits of each so that you can be confident in the outcome.

It’s a huge testament to the quality of our service that most of our clients have been referred to us by existing ones. Visit our website to view our client testimonials and success stories.

Our services

How we can help you:

1] Retirement planning and managing your pension in retirement

2] Wealth management - Investment solutions that maximise returns and control risk

3] Recommendations on how to make the most of your cash savings

4] Option of ESG (Environmental, social and governance investing) ethical investment portfolios

5] Financial coaching – Empowering you to reach your goals and avoid common pitfalls

6] Tax planning - Taking advantage of your personal allowances

7] Cashflow planning - Managing your income and expenditure

8] Education fee planning – A review of current funds and funding requirements

9] Estate planning - Maximising your legacy to family

10] Managing risk on both a corporate and personal level

All our services are provided on an independent and transparent fee basis, which ensures that there is no conflict created through commission payments.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Victoria House, 45-47 Vicarage Road, Watford, Hertfordshire, WD18 0DE

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