Handelsbanken Wealth Management Information

We aim to offer our clients peace of mind and help them to secure their financial future. By getting to know our clients for the long term, we can deliver tailored solutions aimed to suit them now and into the future. We have been relied on by clients, including business leaders and sophisticated financial professionals, to advise them and to manage their wealth for over 25 years. Our talented team of specialists are motivated by consistently delivering to the highest standard of service and performance. We deal with some of the most important issues that come into our clients’ and their families’ lives, so we believe it is essential to combine the personal care of a trusted adviser with the support of experts. We have no sales targets or incentives. Outstanding service and results have been the drivers in building our reputation for client satisfaction. Working together as a team, we are able to draw upon our specialists’ experience in: • Pensions and retirement • Tax • Inheritance planning • Other areas of financial planning as client circumstances evolve. If our clients bank with Handelsbanken, our advisers and branch team will work together with all the elements of their financial affairs to provide a fully integrated financial service that gives them peace of mind for today, tomorrow and the future. Handelsbanken Wealth Management is a trading name of Heartwood Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority (FCA) in the conduct of investment business and is a wholly-owned subsidiary of Svenska Handelsbanken AB (publ). The value of any investment and income from it is not guaranteed and can fall as well as rise so that you may not realise the amount originally invested.