One of the keys to our success is our people. As a growing, independently-owned business with a strong track record, we have been able to build a strong team of experienced professionals from across the financial services industry, including investment banks, asset management firms and private wealth managers. They were attracted by Heartwood’s culture of integrity, honesty and intelligence that is evident in all of our business dealings and by the collegiate yet challenging processes at the heart of our approach.

The team has a blend of different temperaments and complementary skills, leading to vigorous debate, with decisions subjected to intense scrutiny from a variety of perspectives. In our view, that significantly enhances the quality of our decision-making.

Heartwood people share a passion for delivering results to our clients and developing our business. We hope you will find in us an unusual blend of intelligence and empathy – it is this combination of the personal and professional which has allowed us to serve our clients with distinction.

To reinforce our commitment to helping clients achieve their long-term wealth objectives, we align ourselves with our clients’ interests in two main ways. Firstly, we expect senior staff to invest their own money in Heartwood’s equity, and we make equity available throughout the company via regular ownership schemes. Secondly, we encourage staff to use our investment, pension and tax services so that they share our clients’ experience and use this understanding to develop our offering further.
 
In this section, you can find out more about the people who work for us. For further information, please click on the links on the right hand side.