Independent Financial Expertise in Bath

Making the most effective financial decisions for your situation

What our clients say

We work incredibly hard to help our clients achieve their financial goals. From general financial planning to specific issues such as investments, pensions, wealth preservation and inheritance tax, we can help you plan for the short and long term.

Our advice based upon our specialist independent market research and you will be viewed as an individual and any advice given is given safe in the knowledge that our advice given is based on what is best for you.

Thank you so much for your help in resolving this matter. you have been very kind, and I appreciate the extra lengths you have had to go to.

If you are looking for some awesome, knowledgeable people to work with, these are the guys I highly recommend. Their friendliness and result-driven approach is what I love about them.

We are grateful to you and appreciate the personal touch you bring to our financial affairs. I recommend you gladly for your wisdom and integrity.

Hart Greaves like a challenge: I was self-employed all my life and had various pension policies of differing sizes and types. I was coming close to retirement just at the time of the recent LTA and pension changes made by the Government. Frankly, it was minefield, but [Hart Greaves/Ken and Emma] steered me through with skill and patience to a clear and rational result.

Investment advice and planning ideas have been very good. You always come back on things you say you will do.

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

You have had the care of our finances for the past 16 years. During these difficult economic times, due to your professional skill and sense of timing, we have fared quite a lot better than most.

I have a better overview of my personal finances and cover for the future. Our company has the advantage of knowing someone we can trust.

We are grateful to you and appreciate the personal touch you bring to our financial affairs. I recommend you gladly for your wisdom and integrity.

IFA-Bath
  • Financial Planning
  • Pensions and Investments
  • Wealth Preservation
  • Corporate Services
  • 01225 316416
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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.

 

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Financial Planning

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Pensions & Investments

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Wealth Preservation

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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]

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