Hartford Wealth was established in 2019 when it's founding Directors, Ryan and Michelle Phelps, accepted an invitation to join the prestigious St. James's Place Partnership and launch a wealth management Practice. Implicit to our Practice vision, is our position within the local community of Hartford. We aim to deliver a modern 21st century proposition which adds value to people in the village and is renowned as a business which seeks to do good for the community, including supporting local charities and inspiring future generations by supporting local schools.
At Hartford Wealth, we specialise in meeting the financial needs of both private clients and business owners. We pride ourselves on building strong and long lasting relationships with our clients, which allows us to provide a highly personalised service tailored to their individual goals and objectives. We are passionate believers in Technology and CashFlow Modelling, which brings to life in graphical and numerical format the possible long term impact of decisions made or indeed not made by a client. Furthermore, we believe this meticulous approach unearths additional opportunities, such as Intergenerational Financial Planning which is particularly important to us as Wealth Managers and a Family Business.
Hartford Wealth is a Partner Practice of St. James's Place Wealth Management, a FTSE 100 company, which means that our clients benefit from in depth professional expertise, a distinctive Investment Management Approach and an advice Guarantee when any of the wealth management products and services available from the companies in the group are recommended.
Full details of the services we provide are detailed in the our services section of this website and we would welcome the opportunity to talk to your regarding your financial circumstances. If you would like to organise a no-obligation financial review, please do not hesitate to contact us or alternatively complete an enquiry form.
The standard of the service we provide is reflected by the volume of clients who personally recommend us to their friends and colleagues so that they too may benefit from sound professional advice.
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