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It’s possible to create a responsible financial plan that also achieves positive returns in the long-term.
We can build wealth and do good for the world around us. Our mission is to support your financial planning while adding social value together.
Establishing your wealth
You are earning money, growing your wealth and making ambitious plans. This is the ideal time to start planning ahead.
Building your assets
You have built up assets and want to invest in the best ways to achieve your lifestyle goals. We can help balance your immediate and longer-term aspirations.
Preserving and giving
Your main financial objective is maximising the value of what you have and ensuring it is passed-on in the best way possible. We offer all the support and expertise you need.
Creating a better world for everyone.
How we support you
At Horizon Private Wealth, we don’t differentiate between our personal and financial responsibilities.
We will offer advice to help manage your money and grow your wealth in line with your lifestyle needs while helping to build a world you want your family to live in.
How we advise
Growth and sustainability are not opposites. We will help oversee your finances in a way that benefits you and the wider world. In a way that is socially, culturally and environmentally sensitive, leaving a legacy of which you can be proud.
Whatever your goals in life – growing your wealth, aligning your financial goals with your values, leaving an inheritance for your loved ones – we will offer expert advice and guidance to help you pursue them.
A message from our founder
Our financial legacy cannot be planned in isolation from our values. Horizon is about changing the conversation to what we believe really matters to our clients.
— Gareth Llewelyn-Williams