Heartwood is an unusual mix – a sophisticated, institutional-quality investment house with a flexible, client-centred approach. It is this combination of the personal and professional that allows us to serve our clients with such distinction and to achieve such impressive rates of loyalty and referrals.

What you can expect from us

At the outset of our relationship, we question you carefully about your needs, priorities and objectives. In that way, we gain a full understanding of your personal and financial ambitions so that we can establish a strategy to help meet your long-term objectives as efficiently as possible.

Only once we understand the full picture do we start to establish a strategy that is suitable for you. The key is that the services we offer across investment, tax, trusts, pensions and estate planning are blended into a coherent whole by a client team, led by a Client Director who provides an overlay of strategic advice.

Crucially, nothing we do – in either wealth or investment management – is the outcome of one individual acting in isolation; our particular skill is to bring the appropriate constituents of the firm’s intellectual capital to bear to work towards producing a successful outcome. In doing so, we aim to become your genuinely trusted advisor.

“We understand the difference between experience and expertise and believe that we intelligently integrate the exceptional talent we have at Heartwood in order to protect and enhance the wealth of our clients.” Guy Hudson, Head of Client Services.

An illustration of what you can expect from our relationship is shown below.