INDEPENDENT FINANCIAL ADVICE

Wealth management across generations

Ensuring wealth supports you, and those you care about, into the future.

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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 services

Investments

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.

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Retirement

Retirement

Whether 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.

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Estate planning

Estate planning

We 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.

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Long-term care management

Long-term care management

With 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.

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Cash management

Cash management

Liquidity 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.

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Cashflow forecasting

Cashflow forecasting

Liquidity 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.

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About us

William 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.

ABOUT US OUR PHILOSOPHY

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 approach

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.

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