Hartey Wealth Management Limited provides clear independent financial advice and active investment management to businesses, professionals and personal clients throughout Shropshire and Cheshire.
Based in Shropshire, we provide impartial, unbiased and objective financial advice, with a view managing and preserving our client’s wealth.
We base our business on clear goals and strong leadership. We believe that working with us to provide your financial journey is the best thing you will ever choose to do. We are a boutique firm that places great emphasis upon getting to know our clients and forging a strong, trusting relationship.
We take a risk based approach to wealth management. Through our risk questionnaires and discussions with our wealth manager we will agree together the level of risk that you feel comfortable with.
Our service is about helping you with professional advice to create, build and protect your wealth and minimise your tax liability in a wealth preservation plan which we will develop and monitor over a long-term, on-going relationship.
Awards
WINNER
Best for Investment Portfolio Management 2016 - Shropshire & Cheshire
Regional IFA of the Year UK & Gamechanger of the Year UK - ACQ5 Awards
SHORTLISTED
Best for Client Engagement & Paraplanner of the Year - 2017 Professional Adviser Awards
Protection Adviser of the Year, Social Media Adviser of the Year & Responsible Investment Adviser of the Year - Unbiased Media Awards 2017
Excellence in Customer Service - Financial Innovation Awards
Young Adviser of the Year 2016 - 2016 Unbiased Media awards
Hartey Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
Nothing we say on Linkedin constitutes advice.
Industry
Financial Services, Banking services, Financial and insurance services, Business Services
HQ Location
Hilliards Court
Chester Business Park
Chester, Cheshire CH4 9QP, GB
Keywords
Pensions and Retirement PlanningCorporate PensionsKey Man Insurance and Shareholder ProtectionWealth ManagementInheritance Tax PlanningFinancial PlanningEstate PlanningISAsInvestmentsLife Insurance