Macclesfield tax advisors and wealth management services specialists, Harts Wealth Management Ltd - growing with you and your business

Ask yourself:

• Are you currently paying too much to protect the things that are important to you?

• Do you want your hard earned money to work harder for you?

• Are you confused by the many mortgages on offer?

Harts Wealth Management Ltd was set up by Macclesfield business consultants and financial advisors, Harts Ltd to offer clients the best of both worlds - a tailored, personal financial solution that addresses your personal and business circumstances and objectives.

From insurance to investments; retirement planning to mortgages, our financial advisors are dedicated to offering independent, impartial advice and solution that grow and adapt as you do.

Harts Wealth Management Ltd - proud to provide a 'big firm' service at 'small firm prices'.

Wealth Management Services

Based in Macclesfield, Harts Wealth Management Ltd offers a wide range of independent financial advice and wealth management services, including:

Corporate Financial Planning

• Exit and Retirement Strategies
• Tax Efficient Corporate Investments
• Employee Benefit Packages
• Insurance and Director Protection

Retirement Planning

• Self Invested Personal Pensions
• Small Self Administered Schemes
• Personal and Company Pension Schemes
• Stakeholder Pensions

Insurance and Risk Management

• Insurance Cover
• Risk Management Advice
• Global Insurance Capability
• Private Clients Service
• Credit Risk Insurance

Savings and Investment Advice

• Inheritance Tax Planning - in conjunction with our specialist tax work
• Offshore and Onshore Investment
• Long Term Care
• Portfolio Management and Reviews

Life Assurance and Health Protection

• Family Protection
• Critical Illness Cover
• Income Replacement
• Key Man and Co-Director Protection

Income in Retirement

• Annuities
• Phased Retirement and Income Drawdown Schemes

Mortgages

• Variable, Capped, Fixed and Discounted Rates
• Flexible Mortgages
• Equity Release Schemes
• First Time Buyers Offers

Contact Us

Please call Harts Wealth Management Ltd on 01625 881 022 for more information about our range of insurance, mortgages and wealth management services and to arrange a free, initial meeting with one of our financial advisors.

Harts Ltd - your Local Chartered Accountants and Business Advisors

Want to know more about our range of accounting, bookkeeping, payroll and tax planning services?

Simply click here to visit our The Best of Macclesfield feature.

Please remember to mention The Best of Macclesfield when contacting local financial advisors, Harts Wealth Management Ltd - specialists in wealth management services, insurance, risk management and mortgages.

© The Best of Macclesfield

Harts Wealth Management Limited is an Appointed Representative of J W Financial Planning Limited, which is authorised and regulated by the Financial Services Authority.