Heartwood Wealth Management Ltd.

Heartwood Wealth Management Ltd. provides private wealth and investment management services to private individuals, charities, and financial advisers. The companys services include investment management, financial planning, tax-efficient wealth structuring, tax advice, retirement planning, and pensions advice. Its clients include senior executives of U.K companies; senior investment bankers; private equity partners; hedge fund managers; lawyers; financiers and entrepreneurs; media and sports professionals; retired wealth; small pension funds and SIPPs; charities; trusts; and professional intermediaries, including solicitors, accountants, and financial advisers. Heartwood Wealth Management Ltd. was formerly known as Cripps Portfolio Ltd. and changed its name to Heartwood Wealth Management Ltd. in January 2006. The company was incorporated in 2000 and is based in Kent, United Kingdom with additional offices in London and Tunbridge Wells. As of May 24, 2013, Heartwood Wealth Management Ltd. operates as a subsidiary of Svenska Handelsbanken AB (publ).