Heartwood readies for assault on adviser market

Last year the wealth manager, which caters predominantly to private clients, appointed Mark Rockliffe as head of intermediary sales to spearhead a new investment management proposition targeting the adviser market. Rockliffe said the firm currently has around 15 adviser firms on its books but is looking to grow this number to 100. "Our objective is to be working with 100 regionally-based, reasonably-sized intermediaries within the next three years," Rockliffe told IFAonline. He added the firm is currently holding talks with two large national adviser firms which it hopes to sign st...