About us

Our exceptional financial planning team is invested in your future.

Our history

Pieter Burger, the founder of William Highbourne Wealth Management, has worked within financial services for more than 25 years. During this time, Pieter has benefited and learnt from a wide range of experiences that have influenced the values his business lives and breathes by today.

In 2022, Stuart Hutton, who has also worked in the industry for more than 17 years, had the opportunity to merge his business with William Highbourne, strongly based on similar values and also many complementary skills with Pieter.

Over the years both Pieter and Stuart have witnessed so many one-size-fits all investment propositions and an often too regular occurrence of new client recruitment being the main-focus for Wealth Managers, rather than looking after the existing ones they had.

These experiences and insights inspired Pieter to team up with Raymond James in 2010 to build his very own branch in Devon, and Stuart in Gloucestershire.  Their individual partnerships allowed them to each create a wealth management proposition that placed their existing clients first, as a priority, before even considering gaining new ones.  It was also imperative for Pieter to stick with approaches that he knew worked well, before starting to make small adjustments, over the years to come.

During this time, although in independent companies, Pieter and Stuart worked closely together, recognising the benefits of combining knowledge and experience in a number of areas.

In 2014, Pieter opened an office in Exmouth and built a carefully selected team of Wealth Managers, to carry out the dedicated ethos and objectives of their business. Over the following years, the assets managed by the firm tripled, allowing investments to be made into new technological avenues, thus engaging with younger and newly retired clients.

In 2020, the time came to become directly authorised by the FCA and the William Highbourne brand was born – reflecting our tradition and independence, and, providing us with the capability to find the best solutions that are truly right for our clients.

Then in 2022, William Highbourne welcomed Stuart Hutton and his clients to the business. Having worked closely for the last 12 years, this seemed like a perfect fit and opportunity to further grow the business. Stuart is based in the Cheltenham office.

Today, ‘traditional modernity’ would be the best way to describe William Highbourne – we will continue to provide a traditional investment strategy for stability, while introducing modernity to our communications.

Our expertise

The team at William Highbourne creates investment portfolios that are built around our clients’ objectives, so your wealth becomes more than money – it helps you to achieve your goals. We recognise that different solutions are needed at different stages in life – saving for retirement, generating an income during retirement, or paying for care home fees, for instance.

We pride ourselves on our ability to forge long-term relationships with our clients, working side-by-side with you to build a detailed financial investment profile in order to make strategic recommendations. Based on your natural risk tolerance, investment experience and capacity for loss, your investment profile will lie within your comfort zone, leaving you free to enjoy your life.

This is just the start of the journey with William Highbourne. Through regular meetings, discussions and reviews we will truly get to know you and gain a full understanding of your lifestyle, objectives and most importantly your concerns. This enables us to tailor our advice and recommendations into clear communications and actions – only then will we be able to earn your trust.

As the financial landscape evolves, we continually invest in and renew our own expertise. This means that we’re able to offer you a wide range of exceptional bespoke services, combining financial planning and wealth management beyond the reach of most of our competitors.

Meet our team

Pieter Burger

Principal and Chartered Wealth Manager

Pieter is a family man with two grown-up daughters, who has lived in East Devon for 35 years. Pieter originally set up a branch of Raymond James in 2010, which became William Highbourne Wealth Management in 2020. He is a Fellow of both the Chartered Institute for Securities and Investments (CISI) and the Chartered Insurance Institute (CII).
CISI Chartered Wealth Manager 2021–22CISI Chartered Fellow 2023–24

Stuart Hutton B.Sc.(Hons), FCSI, EFA
Stuart Hutton B.Sc.(Hons), FCSI, EFA

Principal and Chartered Wealth Manager

With almost 20 years experience in wealth management, Stuart recently made the decision to merge his business with William Highbourne. Based in Cheltenham, Gloucestershire, he is a Fellow and External Specialist Advisor of the Chartered Institute for Securities and Investments (CISI) as well as a Trustee of the Responsible Finance and Investment Foundation.
CISI Chartered Wealth Manager 2021–22CISI Chartered Fellow 2023–24

Adam Field

Wealth Manager

Adam joined William Highbourne in 2021 to add some much-needed youth to our Wealth Manager team. He is a family man with two young children, but that has not stopped him passing Advanced Financial Planning qualifications with Merit. In 2023 he was recognised by the Exeter & North Devon Personal Finance Society as Young Professional of the Year, and by Citywire as one of the Top 35 Under 35 Next Generation Advisors in the UK.

Matthew Kirkham
Matthew Kirkham

Wealth Manager

Matthew joined our Cheltenham team working with clients across the Cotswolds and brings with him a broad industry experience. As a keen climber and mountaineer, he thrives on navigating challenges and leading others to achieve new heights – a philosophy that fits well with our approach to financial planning and investment management.

Tanya Burger

HR and Health & Safety

Tanya has 20 years’ experience in new home sales and administration. A natural-born organiser, she manages the non-financial services side of William Highbourne, as well as Pieter and their daughters. Originally from Cornwall, Tanya loves the beach and organising family barbeques.

Caroline Batty


Caroline has been in financial services administration for over 30 years and joined William Highbourne in 2020, providing support to the wealth management team in Exmouth. Caroline’s children are grown up, which allows her to make the most of living on the coast in Exmouth and enjoying adventures to Cornwall.

Clare Tate


Clare has 20 years of experience in banking and management – she joined the William Highbourne team in 2020 and manages the firm’s accounts and payroll. Clare and Simon have three sports-mad boys, but she still finds the time to be involved with the Exmouth community, organising fundraising events.

Jed Dahlke
Jed Dahlke

Product Research Trainee

Jed joined William Highbourne Product Research Team in the summer of 2022 as part of our apprenticeship program in conjunction with Fitch Learning and the Chartered Institute of Securities and Investments (CISI).