HELPING YOU REACH YOUR FINANCIAL GOALS
Hartford Wealth was launched in 2019 by Ryan and Michelle Phelps. As a couple living and working in Hartford with a young family, Ryan and Michelle set out to help private clients and business owners from across the Cheshire region to focus on their futures – and Ryan puts a financial plan in place to help them achieve it.
Ryan comes from a successful career in corporate banking, while Michelle was an accountant with a background in commercial finance. Together, they created their fresh approach to financial planning, combining expertise and the latest technology – including powerful cashflow modelling – with a friendly, people-focused style that clients love.
“Someone’s sitting in the shade today because someone planted a tree a long time ago” – Warren Buffett
Hartford Wealth is proud to be part of the prestigious St. James’s Place partnership
Why are we a Partner Practice of St. James’s Place?
It allows us to combine our friendly, personal service with the advantages of working alongside a prestigious FTSE-100 company.
Not only do our clients enjoy the benefits of building a long-term relationship with a firm that puts personal service first, they also have access to the distinctive St. James’s Place investment management approach and a wide range of other professional services from companies that the group recommends.
And there’s the reassuring St. James’s Place Guarantee too, which guarantees the suitability of any advice we give when recommending wealth management products and services from companies within the group.
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: https://www.sjp.co.uk/products-and-services