Robert Hartwell
DipPFS
I'm Rob Hartwell, Director of Hartwell Financial Planning Limited, and have built up extensive experience over the years working for companies such as HSBC, Lloyds Banking Group and Schroders Personal Wealth providing Financial Advice. After being employed by others over this time and having a successful career to date, I am hoping that my biggest achievement in years to come will be the decision to start my own business in 2021. I aim to be respected by my clients, knowing that I have helped to manage their financial wellbeing effectively over time and be someone that they have really enjoyed working with and trusted to look after their financial affairs, without any regret.
I am married to Faye and have two children Amelia and Joe, as well as a Miniature Dachshund called Roxie. Outside of work, I enjoy playing Sports including Golf as well as Socialising with my family and friends.
About
I was delighted to accept the invitation to become a Partner Practice of St. James's Place and set up my company Hartwell Financial Planning Limited, having worked within the Financial Services industry now for over 22 years. I decided to start my own business as I feel it is important to build long term relationships with my clients whereby I can put in place a Financial Plan and then monitor this plan to ensure it helps meet my clients goals and objectives.
I will provide consistency of relationship which I feel, from experience, gives clients peace of mind dealing with one trusted Adviser without ever needing or having to change. I provide Financial Advice to both Personal clients and Business professionals giving advice in areas such as Retirement Planning including reviewing existing holdings, Investment Planning, Inheritance Tax Planning and Protection. I believe I am someone that my clients can trust over the long term and feel that they can refer family members/friends to me for trusted advice without any hesitation, if appropriate.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 31/05/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
