WHY YOU SHOULD ATTEND ONE OF OUR INVESTMENT PRESENTATIONS?

Navigating market volatility, takes, inflation and increasing life expectancies can be challenging when planning for retirement. Investing too safely can result in you losing purchasing power due to inflation; investing too aggressively can expose a client to significant financial loss. Both scenarios can create the risk of a client running out of money prematurely in retirement.

We’ll introduce you to our Money Box Plan, a turnkey process that will guide you in all areas of financial well-being, including Wealth and Volatility Management, Estate Planning, Ongoing Investment Advice and Overexposure to Risk.

What’s more, we’ll update you on the complicated changes to Inheritance Tax and the Residence Nil-Rate Band allowances, ensuring you don’t get caught out when it comes to planning your family’s future.

WHAT’S COVERED?

  • Structuring the right portfolio
  • Diversification and reducing risk exposure
  • Protection from inflation
  • Reducing costs and getting a fair price
  • Controlling emotional decisions
  • Rebalancing your portfolio

GET IN TOUCH

We have local offices in both Oswestry and Chester which serve our clients in and around Shropshire, Cheshire and North Wales. If you would like to find out more about Hartey Wealth Management or would like to arrange a free Second Opinion consultation with one of our advisers, please get in touch.

What Our Clients Are Saying

Upcoming Events

Speakers

Karl Hartey Chairman

Karl Hartey
Chairman

Tristan Hartey Managing Director

Tristan Hartey
Managing Director

Bill Evans Managing Director at Davies, Evans & Law

Bill Evans
Managing Director
Davies, Evans & Law