Steve Hart

Steve takes great care in guiding clients through the complex decisions involved in planning their financial future. He takes pride and genuine pleasure in supporting multiple generations within the same family, building lasting relationships founded on trust and understanding.

By taking the time to fully understand each client's financial circumstances and long-term goals, Steve develops tailored financial plans that evolve over time, adapting to life’s inevitable changes.

He manages investment portfolios for individuals, offshore bonds, trusts, corporates, and pensions. In addition, he oversees funds on behalf of charities and not-for-profit organisations, delivering thoughtful and responsible investment strategies aligned with each client’s unique objectives.

He is a Chartered Fellow of CISI and a voting member of the Rathbones Investment Executive Committee. Previously, he worked for a number of investment management companies, through a series of takeovers and amalgamations, before leaving Barclays Wealth in 2014, as a Director, to join Investec Wealth & Investment Management.