You decide how the partnership works. Access us through our discretionary service or use a range of external platforms and product providers – whatever option works best for you and your clients. The Heartwood investment process is applied consistently across every option.

And, because we’re a boutique firm, you’ll always get the personal attention you need to make things run smoothly and efficiently.

Our service includes:

• Face-to-face support, with access to senior intermediary specialists
• Dedicated sales support
• Access to our experienced Investment Management team
• Marketing and communications
• Dedicated Financial Adviser web portal
• Regular events
• Weekly, monthly and quarterly investment updates
• Monthly model and fund factsheets
• Quarterly reports for our range of Multi Asset Portfolios