Our Vision and Values
Hearnden & Weston Wealth Management Ltd is built on the principle that strong client relationships coupled with exceptional financial planning are the cornerstones of success. We take pride in building long-term partnerships with our clients, meticulously understanding their individual goals and proactively guiding them towards achieving them. Our unwavering commitment to trust, integrity, and professionalism sets us apart.
Our Story
Founded in 2013 by Nicky Hearnden, our journey has been one of consistent growth and evolution. From humble beginnings, we have become a Senior Partner Practice of St. James's Place, a testament to our unwavering dedication to excellence. Our resilience was truly tested in 2023 when a devastating fire ravaged our office. However, with unwavering determination, we swiftly adapted, ensuring continuity in service and setting the stage for a remarkable rebuild.
Our Team
Our team of experienced professionals is led by Nicky Hearnden, a Chartered Fellow with deep expertise in wealth management. We are driven by a shared passion to empower our clients through tailored financial solutions, backed by the unwavering support of our 11-member practice support team. We invest heavily in training and development, ensuring our clients receive the benefit of the latest industry knowledge and insights.
Our Services
We offer a comprehensive range of services designed to meet your unique financial needs, including:
- Wealth Planning: Creating a personalized roadmap for building, growing, and preserving your wealth.
- Investment Management: Expert guidance on portfolio construction, risk management, and asset allocation.
- Retirement Planning: Structuring your retirement savings and investments for optimal growth and security.
- Tax Planning: Optimizing your tax efficiency through strategic planning and calculations.
- Insurance Review: Comprehensive review of your insurance coverage to ensure you are adequately protected.
Our Approach
At Hearnden & Weston Wealth Management Ltd, we recognize the importance of a personalized approach to wealth management. We take the time to understand your unique goals, risk tolerance, and financial situation before crafting a tailored solution that aligns with your aspirations. We believe in open communication and ongoing collaboration to ensure your financial journey is a successful one.
Customer Feedback Overview
Positive Feedback
The clients have expressed great satisfaction with the services provided by Rick and his team. They have been described as friendly, trustworthy, and a pleasure to deal with. The process of buying a first home was made easy and pleasant, and the team went the extra mile to help. Clients highly recommend their services for mortgages and financial advice.
Negative Feedback
There have been no negative comments or complaints from the clients regarding their experience with Rick and his team.
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