Many investment management companies force you to compromise. Often financial advisers have to make a choice between:

• A large institution with strong risk processes or a small boutique that makes time to understand your business
• A low cost operator that deals only in passives, or an investment house that actively manages funds to outperform the market and minimise losses in downturns
• A basic fund available to all clients or a discretionary service that’s only available for high net worth individuals

A partnership with Heartwood means you don’t have to make these compromises.

• With over 20 years’ investment management experience, Heartwood has long been trusted with their personal wealth by discerning investors, including FTSE 100 directors and senior financial services professionals. Our portfolios and processes are now open to clients of our Financial Adviser partners, whether they’re investing £1,000 or £1,000,000.
• As an independently owned company, we’re nimble and client-focused, whilst operating the strong risk processes you’d expect of a much larger institution. We also understand how entrepreneurial businesses like yours work.
• In Heartwood, you’ll have an award-winning partner with a proven record of investment performance and client service.
  • 92% of existing clients would be willing to recommend us.*
  • 55% already have.*
• Because our staff own over 90% of the business, Heartwood’s interests are closely aligned with those of its clients. Our Investment Management division has a collegiate working style where creative debate brings great results. Client service is built on integrity, shared values and personal relationships.

*Independent survey by Maven Research, 2010