Hargreaves Wiltshire

Address
Bellerive House, 3 Muirfield Cres, London E14 9SZ, United Kingdom
Email
info@hargreaves-wiltshire.co.uk
Contact
+44 20 3129 2986

We follow a comprehensive approach to managing our clients' finances, which includes both financial planning and investment management.

Asset Management

Together, we will establish and implement a personal financial planning program that helps you achieve your long-term goals.

Give Direction To Your Financial Future

Life's journey takes you in many planned and unplanned directions. At Hargreaves Wiltshire, our mission is to provide the map and offer guidance as you go through your life journey.

31 years of
financial guidance

Planning Today,
Securing Tomorrow

Life’s journey takes you in many planned and unplanned directions. To prepare for any journey, having a map helps you look for milestones, choose which side-trips you want to take and keep you from getting lost.
At Hargreaves Wiltshire, our mission is to provide this map and offer guidance as you go through your life journey.
Personalised, impartial financial planning will pave the road to accomplishing your life goals and managing your financial resources

We follow an independent and customised approach to every aspect of our clients' financial planning.Simply put, we strive to be our client’s trusted advisor. We are dedicated to professionally supporting, educating, and providing informed and objective guidance to each client.

Mark Hargreaves

Chairman & Operating Manager

Hargreaves Wiltshire
Values

Service to Our Clients

We are committed to always doing what is best for our clients with integrity.
Partnership

We believe in a collaborative approach when dealing with our clients and colleagues.
Leadership

We take responsibility to set the right example with our peers and within our communities.

+44 20 3129 2986

Call to talk to one of our Wealth Managers

We're Trusted by 7600+
Individuals, Families and Small Business Owners

Our passion for our profession inspires us to strive for excellence in everything we do. We're committed to providing well-informed recommendations based on every client's unique circumstances. So as your life evolves, we'll be there to ensure every aspect of your financial planning changes with it.

Our Services

What We Bring To You

Financial Planning

Everyone can benefit from professional and objective advice. We will work with you to review and analyze the areas that affect your financial life.

Portfolio Management

Hargreaves Wiltshire follows a disciplined, evidence based investment process which carefully weighs: potential risks in the market, your willingness and ability to handle risk, and the expected risk-adjusted return of your portfolio. Together, we will select the best-fit mix of assets according to our tenets of investing.

Investment Analysis

We continually monitor your investments, and when necessary, we rebalance it based upon your objectives, current economic conditions, tax law changes, and the overall performance.

What is a CERTIFIED FINANCIAL PLANNER™, CFP®

These are all certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning. All the advisors at Hargreaves Wiltshire are CFP® Professionals.

Source: CFP Board of Standards, Inc www.cfp.net

Why use a CFP® Professional?

Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four Es,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.

How does the CFP Board’s Code of Ethics Benefit me?

Through the Code of Ethics, CFP® professionals agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. The Code of Ethics states that CFP® professionals are to act with integrity, offering you professional services that are objective and based on your needs. They are required to provide you with information about their sources of compensation and conflicts of interest in writing.

What is a Registered Investment Advisor (RIA)?

Depending on their size, investment advisors have to register with either the Securities & Exchange Commission (SEC) or the state securities agency where they have their principal place of business. For the most part, investment advisers who manage $100 million or more in client assets must register with the SEC. If they manage less than $100 million, they must register with the state securities agency in the state where they have their principal place of business. Genesis Financial is a SEC registered advisor.

What does it mean to be fee only?

Our compensation comes solely from our clients. We do not earn commissions, rebates, finder’s fees, bonuses, or any other form of compensation outside of what our clients pay us.

Is there a cost for the first meeting at Hargreaves Wiltshire?

The first meeting is an introductory session with no cost. You have an opportunity to evaluate us and we have a chance to determine how you can best benefit from our services.

What should I expect?

As a new client, you can expect to have a series of calls in the first months. During these calls we will follow the financial planning process as described in the Financial Planning section. On an on-going basis, we will talk with you as often as needed to review your situation and assess your progress to reaching your goals.

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Hargreaves Wiltshire

Purchasing stocks is the most common security. When buying a stock or equity, an investor is buying a piece of the company as a share. Invest in high performing companies you can believe in. The market is a big sea of investors and traders who buy and sell shares, changing the prices. Save yourself from drowning. Contact Hargreaves Wiltshire today for your stock investment needs.

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Hargreaves Wiltshire

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Get In Touch

If you are interested in investing in your financial future and would like to be contacted by one of our experienced advisors please fill out the form and we will be in touch.

Bellerive House, 3 Muirfield Cres, London E14 9SZ, United Kingdom
+44 20 3129 2986