One in four middle class fiftysomethings expects to work past 70

7 November 2011

Heartwood set to target intermediary market with the appointment of Mark Rockliffe as Head of Intermediary Sales

27 June 2011

Heartwood has appointed Mark Rockliffe as Head of Intermediary Sales to spearhead the firm’s development of a new investment management proposition targeting the independent financial adviser market.

Heartwood enjoys another year of strong growth

22 June 2011

Heartwood today announced that it has recorded another year of strong growth in its core discretionary assets under management in the financial year closing end April 2011.

Heartwood expands Private Wealth Management team with new client director appointment

5 May 2011

Heartwood today announces the appointment of Diana Nicholls as Client Director to the company’s Private Wealth Management team.

Heartwood launches Investment Management Division

21 March 2011

Heartwood has launched its Investment Management as a separate division in an acknowledgement of its key role in driving the firm’s rapid growth in new clients and assets under management.

Heartwood wins PAM award for second year running

9 March 2011

Heartwood has been selected ‘Best Overall Wealth Solutions Provider - High Net Worth’ for the second year running at this year’s PAM Awards, which are widely regarded as the ‘Oscars’ for the investment industry.

Wealthier people plan to leave an average of £10,000 each to charity

8 March 2011

Over three quarters (78%) of wealthier parents plan to leave an inheritance, of which an average of £10,394 or 3% of their total assets will go to charity, according to a new study by Heartwood.1

Higher earning parents unwilling to sacrifice their lifestyle for inheritance

18 February 2011

Seven in ten (71%) wealthier parents are not prepared to make any sacrifice in their standard of living in order to provide their children with an inheritance, according to a new study commissioned by Heartwood Wealth.

Heartwood expands tax team with Head of Tax Solutions

8 February 2011

Heartwood today announces the appointment of Lesley Britton as Head of Tax Solutions. Lesley will be responsible for Heartwood’s tax compliance function and will provide tax advisory services to the firm’s clients. She recently joined Heartwood and is based in the company’s Tunbridge Wells office.

Heartwood reveals middle class parents plan to leave an inheritance worth £335,000

13 January 2011

New research from Heartwood Wealth Management reveals that middle class parents plan to leave an average inheritance of £335,285, nearly three times as much as the £115,000 they themselves received and £10,000 higher than the current inheritance tax (IHT) threshold of £325,000.