Wealth Management HomeSite mapAAAPrint Home > Home Our company Our values Our clients Our services Client login Contact us Welcome to Heartwood We provide wealth and investment management services to private individuals, charities and Financial Advisers. We have built a reputation for helping our clients achieve their long-term financial goals. Our success is based on: the quality and integrity of our people; strong investment performance and sophisticated risk management; our in-house expertise in tax structuring, and retirement and inheritance planning. Private Asset Managers Awards 2014 Winner: Investment Performance - Cautious Portfolio Search Literature Press releases Media contact Weekly market overview Heartwood Investment Management cements client focus with senior hire Heartwood's Budget Update Monthly strategy review Heartwood Investment Management appoints new head of charities Email update Register to receive Heartwood updates. © Heartwood Order execution policyImportant information