Overview

At Heartwood, we can help you to make the most of your wealth. Our private wealth management service combines all the elements that are critical to building and preserving your wealth, saving you time, simplifying your life and increasing your peace of mind.

Managing your investments is central to what we do, but it is only one part of a broader wealth structuring service, which includes tax structuring and advice, retirement and inheritance planning.

What makes us different

We understand the value of joined-up thinking. Many advisers treat tax as separate from investment and investment as separate from pensions, leaving you to decipher how these can be managed cohesively. In fact, all these elements are interconnected: viewing them in combination can enhance your wealth significantly over the long term – and will certainly make your life less complicated.

Click here to download our Private Wealth Management brochure.