1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Somerset
  8. breadcrumb-arrow
  9. Kelston
  10. breadcrumb-arrow
  11. Hart Greaves LLP

Hart Greaves LLP

Independent Financial Adviser  Kelston Park, Bath, BA1 9AE
check
FCA authorised
Last authorised 26th July 2021
Fee Based Financial Planners, Investment and Pension Advisors
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
Meet our advisers
MR Paul Greaves FPMI, CFPcm, Chartered Financial Planner
Partner
About us

We are an independent owner managed company providing effective financial advice and planning for individuals and corporate clients in Bristol, Bath and beyond.

Our services

Whether you are new to making important financial decisions or simply value expert advice on how to achieve your aims, we'll help make your money and your assets work as favourably as possible for you - now and into the future.
We keep things straightforward, clear and very personal, and spend more time with you than most so that we have a full picture of you and your circumstances.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Kelston Park, Bath, BA1 9AE

Similar advisers near you

Ascot Lloyd
Independent Financial Adviser 0 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
 
See profile
Informed Choice (South West) Limited
Independent Financial Adviser 0.86 mi
 
 
See profile
AISA Retirement Planning
Independent Financial Adviser 1.48 mi
We offer independent financial advice in areas such as Pensions and Investments. Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business. Part of the award-winning AISA group, established in 1998.
 
See profile
Hartsfield
Independent Financial Adviser 2.37 mi
We’re a team of independent financial planners based in the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
See profile