Business Details
13 Years
experience
Expert Financial Advisers in Solihull | Hearnden & Weston Wealth Management
At Hearnden & Weston Wealth Management, we place clients at the heart of everything we do, building long-term relationships founded on trust, integrity, and professionalism. Established in 2013 by Nicky Hearnden, our family business ethos drives our commitment to delivering tailored financial solutions that align with individual aspirations. As a Senior Partner Practice of St. James's Place, we combine industry-leading expertise with a personal touch, serving clients locally and nationally. Our team of 7 advisers and 8 support staff includes Chartered Fellows, ensuring the highest standards of ethical practice and academic excellence. Despite challenges such as the 2023 office fire, we demonstrated resilience by maintaining service continuity and rebuilding our premises to better serve evolving client needs.Our holistic approach addresses wealth preservation, protection, and growth, with a focus on retirement planning, inheritance tax strategies, and bespoke investment solutions. We prioritise ongoing team development to stay at the forefront of financial planning innovations, empowering clients to achieve their goals with confidence. Our reputation for excellence reflects our dedication to exceeding expectations through transparent, client-centric advice. With a proven track record of navigating complex financial landscapes, we empower individuals, families, and businesses to secure their financial futures.
Services
Retirement Planning
Investment Planning
Inheritance Tax Planning
Trust Advice
Estate Planning
Family Protection
Mortgages
Specialist Insurance
Wealth Preservation
Financial Protection
Details
- Year established: 2013
Highlights and features
- We offer tailored financial planning based on individual needs.
- Our team includes Chartered Fellows with expertise in wealth management.
- We provide holistic, bespoke services to achieve financial goals.
- Proven resilience demonstrated by recovery from office fire in 2023.
- Long-term client relationships built on trust and integrity.
Associations and certifications
- Financial Conduct Authority
- Chartered Institute for Securities & Investment
Services
Retirement Planning
We design comprehensive retirement plans tailored to individual financial goals, ensuring sustainable income streams and tax-efficient savings. Our expertise in pension consolidation and drawdown strategies helps clients transition smoothly into retirement while maintaining lifestyle standards. By regularly reviewing market conditions and regulatory changes, we optimise retirement outcomes through adaptive, evidence-based planning.
Investment Planning
Our investment strategies focus on capital preservation and growth through diversified portfolios aligned with risk tolerance and time horizons. Utilising advanced asset allocation models and market analysis, we construct tailored investment solutions that balance growth potential with risk management. Regular performance reviews ensure portfolios remain aligned with evolving client objectives and economic conditions.
Inheritance Tax Planning
We implement strategic tax mitigation techniques to preserve wealth across generations, including trust structures and gifting strategies. Our approach combines legal compliance with innovative solutions to minimise inheritance tax liabilities while maintaining asset control. By staying current with legislative changes, we ensure clients' legacies are protected according to their wishes.
Family Protection
We provide bespoke protection plans to safeguard families against financial hardship through life assurance, critical illness cover, and income protection. Our solutions consider evolving family dynamics and long-term care needs, ensuring comprehensive coverage that adapts to life's changes. We partner with leading insurers to secure competitive terms and flexible policy structures.
Mortgages
Our mortgage advisory service offers tailored property financing solutions, including residential and buy-to-let options. We navigate complex lending criteria to secure competitive rates and flexible terms, considering clients' broader financial circumstances. Ongoing support ensures mortgage structures remain aligned with changing personal and economic landscapes.
People
Nicky Hearnden
Director and Founder
Nicky established the firm in 2013, leveraging extensive industry experience to create a client-focused wealth management practice. As a Chartered Fellow, they combine technical expertise with a commitment to ethical standards, driving the company's growth and strategic direction while maintaining hands-on client engagement.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment management, inheritance tax mitigation, family protection, and mortgage advisory services, offering holistic solutions tailored to individual circumstances.
How do you tailor financial advice to individual needs?
We conduct comprehensive consultations to understand personal goals, risk profiles, and family dynamics, creating bespoke strategies that evolve with changing life circumstances and market conditions.
Are your advisers qualified?
Our senior team holds Chartered Fellow status from the Chartered Institute for Securities & Investment, demonstrating advanced expertise and adherence to strict ethical standards.
How did the 2023 fire affect your services?
We maintained uninterrupted service through temporary premises, demonstrating our commitment to client continuity while rebuilding our office to enhanced specifications.
Do you work with clients outside Solihull?
While based in Solihull, we provide financial planning services to clients across the UK, utilising secure digital communication tools for remote consultations.
Reviews (1)
Jenny Larkin
Sep 13, 2018
Report
A friendly and trustworthy team who went the extra mile to help. I would recommend for mortgages and financial advice.
