For Financial Planners
Heartwood Investment Management (Heartwood) is a division of Heartwood Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA) in the conduct of investment business, and is a wholly owned subsidiary of Svenska Handelsbanken AB (publ).
This site is for professional use by FCA regulated independent intermediaries and Financial Planners providing services for their clients in the UK. This site is not intended for access by individual investors and has not been approved for use by retail clients.
Assessing suitability for your clients and taking all relevant matters into consideration is the responsibility of intermediaries and Financial Planners. Heartwood accepts no liability for the results of any action taken on the basis of the information contained on this website and the content shall not constitute or be considered investment advice. You should not treat this information as a recommendation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. You must ensure that the model portfolio and any funds in which your clients’ assets will be invested are suitable for your clients. Portfolios may include individual investments in structured products, foreign currencies and funds (including funds not regulated by the FCA) which may individually have a relatively high risk profile. They may specifically include hedge funds, property funds, private equity funds and other funds which may have limited liquidity.
You will indemnify Heartwood (including its affiliated or associated companies) and their officers, directors, employees and agents in respect of any claim for breaches of your obligations.
The information and material contained herein is owned by Heartwood, unless otherwise indicated. This information may not be reproduced in whole or in part without the prior written consent of Heartwood (unless otherwise stated), except for the purpose of producing print outs for your own personal records.
The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount they invested.
The pages on this site are prepared and issued in the United Kingdom and are intended for the information of United Kingdom residents only.