The perfect fit for your finances
Professional financial advice from professional people
Who we work with
Our clients range from company owners, entrepreneurs and individuals looking to better manage their wealth to family members with new responsibility for family assets and trusts, retired people and those approaching retirement wanting to maximise their income.
“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.”
You may be treading carefully as you face large investment or pension decisions for the first time or you may be an experienced investor wanting expert help with achieving your goals in the most efficient way. Whatever your circumstances, aims and aspirations, we'll listen closely, think carefully and plan smartly so that the answers we come up with go as far as possible to secure the financial future that you want.
Please get in touch with Hart Greaves for a no obligation discussion.
Experienced Financial Advisors
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.
Expert Financial Services
Hart Greaves in Bath are Chartered Financial Planners and Wealth Managers based in Bath.