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Sarah Burton– Heartwood Wealth Management sarah.burton@heartwoodwealth.com

01892 701835

Patrick Evans - Citigate Dewe Rogerson patrick.evans@citigatedr.co.uk

0207 282 2913

Heartwood provides integrated investment, tax and retirement planning solutions for ultra high net worth and high net worth individuals from its offices in London and the South East. Heartwood now manages and administers over £1bn of funds for clients.

Heartwood Wealth Management, part of Heartwood Wealth Group, is authorised and regulated by the Financial Services Authority in the conduct of investment business. www.heartwoodwealth.com

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