Welcome to Heartwood
We provide wealth and investment management services to private individuals, charities and Financial Advisers.
We have built a reputation for helping our clients achieve their long-term financial goals. Our success is based on:
- the quality and integrity of our people;
- strong investment performance and sophisticated risk management;
- our in-house expertise in tax structuring, and retirement and inheritance planning.
On 24th May 2013, we are pleased to announce the completion of Handelsbanken’s acquisition of Heartwood, creating a uniquely customer-led banking, wealth and investment management service across the UK. For further information, please refer to the press release in the News section. For any client queries, please get in touch with your usual Heartwood contact.