William Highbourne Wealth Management

17/03/2025

We’re pleased to share that all our Wealth Managers have been featured in the VouchedFor Top Rated Financial Adviser Guide 2025, as distributed in The Times this weekend.

This recognition is particularly meaningful as it is based on verified client feedback, reflecting the trust and relationships we build with those we support.

To our clients, thank you. Your feedback and confidence in our advice are truly valued. Helping you achieve financial security and peace of mind remains at the heart of what we do.

We look forward to another year of providing top-rated financial advice.

Investment Management & Financial Planning services

12/11/2024

Great to see Adam helping shape the future of financial planning in the UK by speaking at the Personal Finance Society conference. Only by participating can you influence

17/10/2024

Pieter and Jed are attending the Citywire Wealth Manger Retreat today and tomorrow. The retreat sounds relaxing but it is anything but that with 24 fund houses presenting their latest investment strategies it is long day, however all these interactions help us build portfolios for our clients.

19/07/2024

Many of us know how to change a plug and are happy to do this ourselves, however adding a new socket comes with greater complexity and risks when things go wrong. The same is true when it comes to financial advice most of us can set up a regular savings plan or some life cover.

As we move through life, finanicial matters become more complicated and the costs of making a mistake becomes greater.

25/05/2024

We are delighted to have sponsored Exmouth Rugby Football Club with some shiny new post-protectors.

Pictured here are the Junior U10's, during their awards evening, looking very happy!

We really enjoy being able to support local sports & events and look forward to seeing them being used in the upcoming season - good luck!

Investment Management & Financial Planning services

23/05/2024

Thanks for having us, we can't wait until next time!

04/05/2024

People of Exeter...

On Thursday 16th May we are giving a seminar at the local Barchester Care Home in Exeter, on the importance of, and advice on how to, plan for ongoing care costs.

We will discuss the main tools to do so, and cover other subjects such as Wills & Power of Attorney.

It should be a valuable evening for anyone wanting to learn more, from a local firm, in a local setting.

Drop us a line to confirm attendance or feel free to just come on the day!

https://www.carehome.co.uk/news/event.cfm/id/1317860

04/03/2024

Join us for another of our popular Care Fees Planning Evenings where we delve into the various considerations and strategies for planning care funding for your loved one. We hope to see you there on the day. See details below...

Investment Management & Financial Planning services

12/12/2023

Adam had great fun today delivering the Personal Finance Society's My Personal Finance Skills workshop around understanding Personal Finance Basics to 6 classes of Year 10 students in Birmingham.

As an Education Outreach Ambassador, and Education Champion for PFS (and a Father of 2) he is passionate about improving personal finance skills amongst the younger generations, and really advocates the need for these skills to be built upon early in life.

If you work with any schools, or have children in KS 3-4 please reach out and he will be happy to deliver a session online or in-person.

08/12/2023

Citywire delivered an early Christmas present for Adam by selecting him as one of the top 35 next generation financial planners in the country.

Citywire have been running the Next Generation financial planner awards for the last eight years. To be considered, planners must be seen not only to have excelled in gaining more qualifications and providing excellent service, but also engage in development of our industry. Adam assists with both the regional committees for the Chartered Insurance Institute and the Chartered Institute for Securities and Investments.

Congratulations Adam, we look forward to supporting you with the challenges you have set for yourself in 2024

Investment Management & Financial Planning services

22/11/2023

We were very pleased to contribute towards Barchester Raleigh Manor Care Home's charity drive to raise funds for the fantastic local charity in Exmouth, Open Door, who provide support and space for all age groups in the local community: https://www.opendoorexmouth.org.uk/

Pictured is Louise O'Sullivan of Raleigh Manor with Caroline & Adam