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.

What distinguishes Heartwood from the mass of financial advisers is that we provide investment and tax advice together under one roof.  Increasingly, clients use us for both these services and the combination of these two skills underpins our 'Private Office' service.

Reflecting this, our business operates in two parts:

Wealth Management Services, which offers integrated financial, portfolio and tax planning services.

Investment Management, which offers a funds based investment service.

Please use the links to view our publications and discover more of what we do in these two areas.

Our website includes a section dedicated to the services we offer Professional Partners - independent financial advisers, solicitors and accountancy practices.  By offering specialist areas of investment management, such as pensions, we believe we can support this community in giving a better and more personal service to their clients.

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 david.lough@heartwoodwealth.com if you would like to take matters forward.

Yours sincerely

Chief Executive