About Us -
Introduction
 Thank you very much for visiting our website.
Our purpose is to provide successful stewardship of family wealth.
We aim to combine trustworthiness, independent judgement, original solutions and good value.
Our business operates in two parts:
Wealth Management, which combines investment, tax, trust, pension and estate planning skills into a coherent whole.
Investment Management, which offers robust investment solutions for client needs ranging from liquidity management to aggressive growth mandates.
Please use the links to view our literature and discover more of what we do in these two areas.
I hope you enjoy your visit to our website. We would be delighted to meet you as a potential client, without charge or obligation, to see whether we can add value to your affairs. Please do not hesitate to contact me at simon.lough@heartwoodwealth.com if you would like to take matters forward.
Yours sincerely
Chief Executive |
