WHY YOU SHOULD ATTEND ONE OF OUR INVESTMENT PRESENTATIONS?

With growing uncertainty and a number of hurdles to navigate such as Trump, Brexit and Europe now couldn’t be a better time to re-evaluate your investments and get them working harder for you and your future.

We’ll teach you what you need to know to help shelter your investments from the turbulence of the global stock markets and share our predictions on what the changes could mean to you, your money and currency.

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?

  • How to save £1000’s on commissions and management fees
  • Understanding investment risk
  • How to reduce risk
  • How to invest for the medium term
  • New Inheritance Tax Rules and allowances
  • Wills and Trusts update

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.

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