Heartwood Investment Management (Heartwood) is a division of Heartwood Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA) in the conduct of investment business, and is a wholly owned subsidiary of Svenska Handelsbanken AB (publ).
This website and all the information provided on it, is intended only for use by users domiciled in the United Kingdom only. It is not for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to any law or regulation or which would subject Heartwood Wealth Management Limited to any regulatory requirements in such jurisdictions. You should not treat the information on this website as a recommendation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount they invested.
Assessing suitability for your clients and taking all relevant matters into consideration is the responsibility of Financial Planners. Heartwood accepts no liability for the results of any action taken on the basis of the information contained on this website and the content shall not constitute or be considered investment advice. You should not treat this information as a recommendation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. You must ensure that the model portfolio and any funds in which your clients’ assets will be invested are suitable for your clients. Portfolios may include individual investments in structured products, foreign currencies and funds (including funds not regulated by the FCA) which may individually have a relatively high risk profile. They may specifically include hedge funds, property funds, private equity funds and other funds which may have limited liquidity.Accept Decline