William Highbourne Wealth Management

17/07/2026

We’re proud to share that members of the William Highbourne Wealth Management team have once again been recognised in the VouchedFor Top Rated Financial Adviser Guide 2026.

This recognition is based on verified client feedback and reflects our commitment to delivering high-quality financial planning, trusted advice, and exceptional client service.

A heartfelt thank you to our clients who have taken the time to leave reviews and share their experiences. Your trust and support make achievements like this possible. We never take that trust for granted.

At William Highbourne, our focus remains unchanged: helping individuals, families, and business owners make informed financial decisions with confidence, clarity and peace of mind.

To everyone who supported us, thank you. We look forward to continuing to help you achieve your financial goals.

Read more here: https://www.williamhighbourne.com/news/vouchedfor-top-rated-financial-advisers-2026-recognition/

25/06/2026

We are proud to announce that William Highbourne Wealth Management has been awarded Chartered Firm™ status by the Chartered Institute for Securities & Investment (CISI).

This prestigious accreditation recognises firms that demonstrate the highest standards of professionalism, ethics and technical competence, supported by a robust commitment to ongoing professional development. It places William Highbourne among a select group of firms globally dedicated to delivering high-quality financial advice and investing in their people.

This milestone reflects our continued focus on delivering client-centred financial planning and disciplined, research-driven investment solutions aligned with long-term objectives. It is also a testament to the strength, professionalism and dedication of our entire team.

As we continue to grow across Devon, the Cotswolds and the wider Southwest, we remain committed to maintaining these standards through both our client proposition and our broader adviser support offering via Aristo Capital.
We would also like to congratulate Dean Stevens Wealth Management on achieving Chartered Firm™ status alongside us, highlighting the strength and progression of the profession across the region.

This recognition provides additional assurance to clients that they are working with a firm committed to high standards of competence, integrity and professionalism at all times.

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