Our team has acquired a reputation among professional advisers for prudent investment management, with a track record of delivering strong risk-adjusted returns. Our investment process provides great consistency of returns across our client base. We also have an in-house tax, structuring and retirement planning capability, which informs the implementation of our investment decisions. In summary, we offer:

A portfolio to suit clients’ needs

We work with you to gain a full understanding of your client’s individual requirements; then we design portfolios to help achieve strong returns for an appropriate level of risk.

Rewarding investment opportunities

Our disciplined investment process means that we can focus on identifying strong investment ideas and then find the most cost-efficient ways to play them.

Exceptional client service

We aim to provide the highest standards of personal service, with senior members of our investment team directly accountable for performance; this is reflected in consistently high scores in client satisfaction surveys undertaken by us.

A team of experts

The investment team are all experienced industry professionals, with different backgrounds, skills and temperaments, which enables us to scrutinise markets from a variety of perspectives. 

A long-term view

As over 90% of our company's shares are owned by two-thirds of our staff, we have a clear incentive to provide strong performance over the entire lifetime of your clients’ investments.

Online Client Centre

This provides continuous secure access to all your clients’ Heartwood investment portfolios and valuations, cash balances, recent transactions and key documents.

If you would like to hear more, please contact Hugh Tottenham, Client Director, on 020 7045 1331.