About William Highbourne Wealth Management
William Highbourne Wealth Management is a rapidly growing Chartered wealth management firm with a strong presence in Cheltenham, led locally by Principal Chartered Wealth Manager Stuart Hutton FSCI, DipPFS, EFA, and Wealth Manager Matthew Kirkham DipPFS. Both advisers joined William Highbourne in 2022, bringing their established client relationships and combining them with the resources, investment expertise, and robust compliance framework of a directly FCA-authorised national firm. Stuart Hutton has earned an excellent 4.7 out of 5 rating from 51 client reviews (19 recent), while Matthew holds an impressive 4.8 rating from 31 reviews, demonstrating consistently high client satisfaction.
William Highbourne became directly authorised by the FCA in 2020, allowing them to provide comprehensive wealth management services with full regulatory oversight. The firm's approach focuses on building long-term relationships with clients across the Cotswolds, understanding their goals, risk tolerance, and life circumstances, then constructing bespoke investment and financial planning strategies. Their Chartered status signifies commitment to the highest professional standards, with Stuart's FSCI (Fellowship of the Securities & Investment Institute) and both advisers' DipPFS (Diploma in Financial Planning) qualifications representing advanced technical expertise in wealth management and financial planning.
The Cheltenham office on Bath Mews, just off Bath Parade, provides a convenient location for clients across Cheltenham and the surrounding Cotswolds villages. William Highbourne's fee-only charging structure ensures complete transparency and independence, with no hidden commissions influencing recommendations. Their client-first approach is reflected in their FCA registration, which confirms their treatment of customers conforms to strict regulatory criteria. For Cotswolds residents seeking qualified Chartered wealth managers with strong local client reviews, comprehensive services, and the backing of a growing national firm, William Highbourne represents an excellent choice. The combination of local relationship-focused advisers and robust national infrastructure provides clients with both personal attention and professional security.
Fee Structure
William Highbourne Wealth Management operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.