Hartford Wealth is a CISI Chartered Firm™. 

CISI Chartered Firm™ status denotes that a firm is operating at the highest levels of trustworthiness and professionalism expected from the sector. The CISI set standards of professional excellence and integrity for securities, investment, wealth and financial planning professionals, enhancing public trust and confidence in financial services. 

Hartford Wealth was established in 2019. 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 providing Financial Education to primary and secondary 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.

Hartford Wealth 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. Hartford Wealth is a trading name of Phelps & Co Ltd.

SJP Approved 10/2/26

Hartford Wealth

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Hartford Wealth

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