Ken Hart, Cert PFS
Ken Hart has more than 35 years’ experience in providing financial planning, help and advice. During that time, he has spoken at numerous pre-retirement seminars and workshops. He has considerable experience in all aspects of investment , pension and Inheritance tax planning.
He has a wealth of experience when it comes to advising owner managers and the entrepreneur. He has worked with many of his clients into the 3rd generation. Ken is very much a believer in holistic financial planning. This means he is not looking products in order to solve a client’s needs and objectives. He is regarded as an expert in areas of Inheritance Tax Planning including Enterprise Investment Schemes, Venture Capital Trusts and Family Investment companies.
His clients include, local Judges, retired Professors, QCs and numerous professional individuals including Lawyers and Accountants and he is regularly invited by a major UK financial institution to attend a forum where his views on the industry are sought.
Ken Hart, Hart Greaves, Kelston Park, Bath, BA1 9AE
Tel 01225 316416
Mob 07738 734130
Fax 01225 431076