Howard Weller
MBA MMATH DipPFS CertPFS (DM)
I’ve worked for almost 20 years in financial services – in Investment Banking, Asset Management and Wealth Management – where I’ve seen management teams and investors require a steady hand from experts, to ensure that their outcomes are achieved.
I’m a Qualified Financial Planner with accreditation from CII. I hold an MBA from Cambridge University with a specialisation in Social Innovation, and a first class Masters in Mathematics from Nottingham University.
About
I founded Harforth Wealth Management in 2024 to provide wealth management services for private clients and business owners. After working at leading firms in London, I decided to create my own business to offer a unique service based on my insights from my career in a Private Family Investment Office, as well as my Corporate Finance career with Private Equity and M&A Investment Banking. This insight blends the exceptional circumstances of corporate finance and the connection to people’s personal finances.
My service understands high-stakes financial decisions, such as the impacts and requirements for personal finances to be connected to business’s investments, and how to manage this as structures and ownership change. I provide financial planning and advice to support clients with a focus that creates clarity in their decision making. I work closely with clients in person, ensuring that through every stage of a financial plan — however detailed the documentation — the decisions that matter are always clear.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice 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.
