Hearnden & Weston Wealth Management Ltd's service is grounded in the highest professional standards. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.
In line with this, Director Nicky Hearnden is a Chartered Financial Planner and the academic pinnacle of the profession. Chartered is a mark of professional standing that recognises academic achievement and a commitment to the highest ethical and business standards.
We work closely with all of our clients and pride ourselves on building a relationship based on trust, excellence, integrity and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.
As a Partner Practice of the prestigious St. James's Place Wealth Management, our emphasis is on maintaining a long-term trusted relationship with our clients that is built on quality, integrity and excellence of service.
Our focus is on maintaining long term, trusted relationships with our clients. We have found that whilst they share similar concerns, our clients all need individual solutions to their problems. Many have received financial advice in the past, however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture using a face-to-face environment to provide a holistic, bespoke service that is personal to each individual’s needs.
We specialise in Wealth Preservation and Financial Protection our services include but are not limited to:
- Retirement Planning
- Investment planning/ strategy and wealth generation
- Inheritance Tax Planning & Trust advice
- Estate/succession planning and Trusts
- Family Protection
- Mortgages
- Specialist Insurance
*Trusts are not regulated by the Financial Conduct Authority.
