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In this section
  • Awards


We offer global multi-asset investment solutions through our investment specialists, Heartwood Investment Management (Heartwood).

They are an award-winning boutique with a strong track record in delivering dependable investment returns over the long term.

  • 2019 thewealthnet Top Financial Planning Companies
  • 2018 thewealthnet Top Financial Planning Companies

2019 Winner: Customer Loyalty
2019 Highly Commended: Customer Interaction and User Experience

  • 2018 Shortlisted: Best Overall Medium Firm
  • 2015 Winner: Best Overall Medium Firm
  • 2015 Shortlisted: Cautious Portfolio
  • 2017 Shortlisted: Investment Performance – Cautious Portfolios
  • 2016 Shortlisted: Investment Performance – Cautious Portfolios
  • 2015 Winner: Investment Performance – Cautious Portfolios
  • 2015 Shortlisted: Investment Performance – Defensive and Growth Portfolios, Total Wealth Solutions Provider – High Net Worth
  • 2017 Highly Commended: Tracy Lendon
  • 2016 Highly Commended: Specialist Wealth/Private Investment Manager
  • 2015 Shortlisted: Best Private Investment Manager

To find out more and see in action, Get in touch