Investments
Our wealth managers will take time to get to know you, then tailor a package that’s best suited to your needs – you can learn more about our various investment options here.
Find out moreINDEPENDENT FINANCIAL ADVICE
Ensuring wealth supports you, and those you care about, into the future.
BUILT ON TRUST
We believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. Whatever your circumstances – we listen, and we advise.
Our wealth managers will take time to get to know you, then tailor a package that’s best suited to your needs – you can learn more about our various investment options here.
Find out moreWhether you’re looking to build a pension for later life, or planning how to manage your capital as you start retirement, we offer a full range of services.
Find out moreWe can help you to ensure that your wealth is passed on to the next generation in the most cost-effective way, and work with you to manage your Inheritance Tax bill.
Find out moreWith life expectancy increasing, our expert team will help you to identify and implement the best solutions for funding long-term care to safeguard your assets and quality of life.
Find out moreLiquidity is essential when managing your financial lifestyle. Our Insignis cash management service has been designed to support this necessity alongside your current standing medium to long-term financial products.
Find out moreLiquidity is essential when managing your financial lifestyle. Our Insignis cash management service has been designed to support this necessity alongside your current standing medium to long-term financial products.
Find out moreWilliam Highbourne is an exceptionally experienced and well-established financial planning and wealth management company, located in the heart of the South West. We specialise in providing stress-free, wrap-around and personalised wealth management solutions for individuals, business owners and their families.
BRINGING STABILITY TO LIFE’S UNCERTAINTIES
We build discretionary and advisory investment portfolios to help our clients maintain their lifestyle as time moves forward – transitioning from work to retirement, responding to financial shifts in personal or professional lives, and preparing to pass family wealth to the next generation.
Our reputation is built on trust over time, so that our clients can have absolute confidence in the services we offer, the information we provide, and the basis for our fees and recommendations.
As an independent company, we work only for our clients, which means that we have the flexibility to manage your finances for optimum outcomes, and to support you in planning for both sunny and rainy days. We believe that understanding and focussing on our clients’ priorities truly is the only way to ensure their money works for them.
Our approach to inter-generational financial planning and wealth management provides clarity and an oversight of your financial health to support you, and those you care about, into the future.