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.
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.
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.
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.