About William Highbourne Wealth Management

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. You may have decades of financial experience, or be new to asset management, we listen, we advise.
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.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Expatriate finances:
  • EEA
  • Rest of world

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • :
  • Stockbroking services

  • Find the best price for your project, click on a trade to get started