Welcome to the Professional Partners section of the Heartwood website.

 

We provide funds-based investment management services to the clients of other professional firms such as IFAs, executive benefit consultants, pensions consultants, accountants and solicitors across the south east of England and London. We utilise both Relative and Absolute investment approaches using primarily a multi-manager funds approach. We have particular expertise in managing SIPP investment portfolios where we work with a range of SIPP providers

Your first visit?

By following the registration instructions below, you will gain instant access to all the information available on this website.

If you have already registered, please log in below using your User ID and password and click on 'enter'.

If you have forgotten your User ID or password, please click here to email roger.wildman@heartwoodwealth.com, giving your full name and email address – your registration details will then be sent to you.

If you also wish to access your clients' portfolios (subject to our receipt of their approval), you will need an additional username and password for the Client Centre facility accessed via "Your Clients' Portfolios".

 

NEW REGISTRATION
If you have not registered before, please fill in the following form and click on ‘Submit’. You will instantly be directed to the website – and confirmation of your User ID and Password emailed to you for future use.