Financial Planning & Wealth Management
To maintain, grow, and manage our client’s wealth.
To be an enjoyable and engaging place of work.
To cause no unnecessary harm to society and the planet.
We specialise in working with partners of legal &
accountancy practises on their own affairs and
with successful family businesses.
What our clients say
Since using Highclere Wealth I have had good advice with clear communication and strong understanding of my personal situation. Deane has responded to my phone calls about any question no matter how small. He has given reassurance when needed and encourages confidence. I have felt comfortable at their offices as the team has been welcoming in pleasant surroundings.
Retired
Deane & David at Highclere Wealth continuously provide excellent feedback on portfolio progress. I enjoy the periodic opportunity to simply take a moment to re-evaluate my financial position, next steps on life’s journey and optionality around any investment changes needed. Delighted to have moved part of my pension funds across many years back now and will complete that pension transfer upon my retirement (whenever that may be !).
Finance
Deane and the team have always provided a first class service for my clients. There is a wealth of knowledge with practicality and the human touch which gives great customer service every time. I can only recommend if I’m confident in the provider and I’m confident in Highclere Wealth.
Solicitor
Publisher
Highclere Wealth are an experienced financial planning business.
Highclere Wealth, as it is today, opened it’s doors in 2019. However Deane, Director/Adviser and David, Senior Associate have many years of advising clients between them, indeed many of our client relationships are in excess of 20 years.
Further to Deane and David, Max, Director/Adviser has a decade worth of experience in financial services, and, being in his mid-30s, helps to reinforce the longevity of the company. An important consideration when choosing your financial advisers.
Working alongside the advisers we have an extremely competent and increasingly experienced support team. Karen, Operations Manager makes sure everything ticks in the office and keep the advisers in line, and Jess, Paraplanner helps to write our reports and review letters, alongside chairing our Central Investment Committee. Sarah, Senior Client Support ensures everything we say will happen, does.
Ours is a team approach and as such our clients can expect contact from the whole team.
Expert Financial Advice for Partners in Practise and Successful Family Business.
We sit down with our clients to get an understanding of their Goals & Objectives; Assets & Liabilities; Income & Expenditure; Attitude to Risk, Capacity for Loss, Investment Preferences and Time Horizon.
We work with our clients and their families to put in place plans, structures and behaviours that increase the chances of achieving their financial and life goals.
Clients of Highclere Wealth and their families, have personal ongoing relationships with our advisers; receive fully qualified, insured and regulated advice; and have access to assets and platforms at market leading prices.
We offer three propositions;
How do we measure up?
Highclere Wealth are an established Wealth Management practice based in Woodspeen, Berkshire.
We are part of the wider Oculus group that has over £2bn assets under management across boutique Wealth Management firms nationwide.
This is important. It means we have access to resource and information. It also means we have clout when negotiating terms for our clients with investment providers.
Working with your other advisers
We are a family business with a network of trusted professional advisers that we work with to help achieve your goals and objectives.
If you already have other professional advisers in place, it is essential your financial adviser is able fit in and work with them effectively. We have a great deal of experience working with other professional advisers including accountants, lawyers and corporate financiers.
Highclere Wealth are committed to being approachable and open.
If you have any questions or comments, or would like to arrange a discovery meeting with our advisers please get in touch.
7 Lower Woodspeen Court
Lambourn Road
Newbury
Berkshire
RG20 8BL
