Pensions and Investments

Helping you plan for your future

Our far-reaching experience means that we can readily help with all kinds of pension and investment planning and implementation. From multi faceted or complex needs to straightforward requirements, we’ll devise resourceful ways of making your money work as hard and productively for you as possible.

We work closely with you to agree an overall approach then look at the most cost-effective way of implementing it. Our advice always reflects you as an individual, with issues such as your goals and concerns, time horizons, tax position, how you feel about investment risk and what access you need to your capital or income taken into consideration.

“Our trust in your judgement has proved very beneficial in the way our investments have appreciated.”

Where we advise on pension or investment portfolios, we’ll continue to support you through on-going and timely reviews of your portfolio, keeping you fully informed and advising you when we think that beneficial adjustments could be made.

hart-greaves-icon-4

Service Summary

  • Pension & investment planning
  • Risk assessment
  • Cost effective implementation
  • Ongoing reviews
curve-below

Expert Financial Services

Our wide range of services are aimed at strengthening and benefitting your financial position, whether for you individually or in conjunction with your business. Our financial services cover full range of private, professional and corporate financial planning and management services. Whatever advice you need, our highly experienced and friendly financial advisers will provide expert, unbiased advice.

 

hart-greaves-icon-1

Financial Planning

hart-greaves-icon-4

Pensions & Investments

hart-greaves-icon-2

Wealth Preservation

hart-greaves-icon-3

Corporate Services

Request a Call Back

If you would like one of our friendly team to call you back, please fill out the form. Alternatively, our contact details are below.

We look forward to speaking to you.

Hart Greaves LLP
Kelston Park
Bath
BA1 9AE
Tel: 01225 316416

E: [email protected]

Scroll to Top