Welcome to Hart Financial Consultancy

"Creating and protecting your wealth"

Hart Financial Consultancy Ltd can offer independent advice on all financial situations for both individuals and companies.

Our clients benefit from a service that is solution-led, regularly reviewed and fee based rather than the traditional product-led service offered by so many institutions. We pride ourselves on our service and the fact that the majority of our clients are referrals.

At Hart we are proud to be able to call on years of in-house experience in addition to our associations with experts in the fields of Taxation, Trusts, Law, Discretionary Fund Management, Property Investment and Stockbroking. Please contact the office or see our affiliates page for further information

The way we work at Hart is different to traditional Financial Advisers. We recognise that individuals and companies will only achieve their goals and aspirations if they can adopt a structured plan that works in the short, medium and long-term. We will use ground-breaking techniques, technology and solutions to work together and achieve your financial freedom.

Our specialities include:

Innovative Tax Planning Tools

By making use of a wide variety of onshore and offshore arrangements, we are able to help clients make use of legitimate tax planning tools to reduce their tax burdens.

Innovative Portfolio Planning

Asset allocation is a diversification strategy that works. A well balanced portfolio should be diversified amongst the major asset classes. Traditional rules of investing are still true but they must be adjusted periodically to fit the changing economic climate. Investment portfolio construction and management is aided by sophisticated software that helps analyse risk and asset allocation.

Innovative Use of Technology

Once constructed your file including overall asset value and Investment portfolios will be available to you online providing you with up to date valuations and other information in an easy to understand and user friendly package.