As a specialist provider of integrated wealth management services, Heartwood offers a variety of professional services to its clients.

Wealth of Experience
Our services draw on our different strands of expertise in investment, tax, retirement and inheritance planning. The fact that we have specialists in each of these fields under our one roof, with senior staff experienced in bringing the disciplines together, is what sets us apart.

Our Services - Relationship Directors
A 'relationship director', who is either one of our most senior specialists or one of the company's senior directors, is assigned to each client and is in charge of the advice and service required. He or she is conversant across all disciplines within Heartwood and becomes the client's trusted adviser. He or she leads the team working on the client's behalf.

Please take a look at the services that we have developed by clicking on the following links:

Private Office Suite
Tax Solutions
Trusts and Inheritance Planning
Philanthropy