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  2. Financial planning
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Financial planning

Effective financial planning and investment management for companies and business owners
Man och kvinna samtalar

Supporting business owners

We have decades of experience working with business owners with managing surplus corporate funds and in anticipation of a sale of a business. The organisations vary in size from small local businesses to large multinationals, and across a range of sectors. We understand that whatever the size of operation, all have been built with hard work and dedication. This gives us a deep respect of the trust placed in us when we help our clients to plan efficiently for their future and that of their business.

The Handelsbanken Wealth Management client director works closely with your corporate manager to ensure all aspects are managed holistically. 

Make your business's surplus funds work hard

We take time to understand your business's circumstances and requirements. By developing this understanding, we are able to help you invest longer term surplus funds that are not required for working capital or asset purchases.

We understand the responsibility of directors to manage the business effectively. We offer a dedicated and experienced client director relationship that enables our corporate clients to review and evaluate invested assets on a regular basis. We often work alongside a company's accountant and other professional advisers to ensure the best balance is achieved in ensuring the company trading status and cash flow needs are preserved.

The value of investments and any income from them can fall and you may get back less than you invested.

Find out more 

Browse the Handelsbanken Wealth Management website to find out more about our services.

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Already a customer 

Please speak to your account manager at your local branch about Handelsbanken Wealth Management.

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Important information

Handelsbanken Wealth Management is a trading name of Heartwood Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority (FCA) in the conduct of investment business, and is a wholly-owned subsidiary of Handelsbanken plc. Tax advice which does not contain any investment element is not regulated by the FCA. Registered Head Office: No.1 Kingsway, London WC2B 6AN. Registered in England Number: 4132340. All investments carry an element of risk.