Harts Wealth Management Ltd
  • Westminster House
    10 Westminster Road
    SK10 1BX
Macclesfield financial advisors, Harts Wealth Management Ltd - your first choice for professional, tailored wealth management services, mortgages, insurance and risk management expertise.

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






  • 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.

Latest Reviews

My experiences with Harts Wealth Management have been excellent. It is quite clear that they give their clients a comprehensive service and aim to deliver the right solutions that are …
Source: thebestof.co.uk
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