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  11. Hart Greaves LLP

Hart Greaves LLP

Independent Financial Adviser  Kelston Park, Bath, BA1 9AE
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FCA authorised
Last authorised 18th October 2021
Fee Based Financial Planners, Investment and Pension Advisors
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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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)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Kelston Park, Bath, BA1 9AE

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