• Helping you take control of your finances Helping you take control of your finances
  • The perfect fit for your finances The perfect fit for your finances
  • Precision and control for your finances Precision and control for your finances
  • Enhanced financial security and trust Enhanced financial security and trust

Welcome to Hart Greaves

Effective financial advice and planning for individuals and corporate clients in Bristol, Bath and beyond.

Whether you are new to making important financial decisions or simply value expert advice on how to achieve your aims, we'll help make your money and your assets work as favourably as possible for you - now and into the future.

From overall planning and advising on pensions, investments and estate planning to minimising inheritance tax, preserving wealth and providing for your family, we'll give you sound financial advice and devise clever and imaginative strategies for optimising your funds.

“Your investment advice has been very good - pro-active without being pushy.”

We keep things straightforward, clear and very personal, and spend more time with you than most so that we have a full picture of you and your circumstances. That way the approach we suggest not only makes sure of the most productive financial outcomes but also fits you perfectly.

Free, no obligation discussion

You'll want to know that you are comfortable working with us and confident of getting the best advice. We therefore never charge for an initial meeting so that you can decide if we are right for you, and we can tell you if we think we can help.

We are also proud to be a small independent company, which means first-rate specialist financial guidance without the frustrations of automated switchboards, impersonal relationships and bureaucratic processes.

Get in contact with us and meet us, and see how we can help you both Now and in the Future.