Our top 7 pension tips for nuturing your nest egg this year!

By | 01.2018|Pensions|

We’ve provided seven pension tips for you to consider to keep your retirement plans on track this year. 1. Consider consolidating your pension pots – while it might be hard to keep track of pensions with job changes, the Government offers a free Pension Tracing Service. Bringing your pension pots together may help you manage them, but take care to understand the [...]

The importance of School Fee Protection

By | 01.2018|Protection|

We never expect anything serious is going to happen to us, especially when we feel fit and healthy, but it can and does. With school fees continuing to rise faster than salaries, a protection policy is crucial for protecting the education of your child should the worst happen. A school fees protection policy will pay [...]

Freshen up your investments this New Year!

By | 12.2017|Investment|

With New Year fast approaching, now is a good time to take a look at your investment portfolio and maybe even consider making some changes. Carrying out regular portfolio reviews is crucial when considering the suitability of your investments and ensuring that any changes in your attitude to risk are accurately reflected. Over time, your [...]

Protecting, preserving or ultimately distributing your wealth

By | 12.2017|Protection|

Ensuring that you have adequate financial protection for you, your family and any dependants is an important element of financial planning. As a healthy working person with a good income, you may feel reasonably confident that you are able to provide for your family. However, your finances could be more precarious than you think. No matter what the current [...]

When is a Self-Invested Personal Pension the right option?

By | 12.2017|Pensions|

Self-Invested Personal Pensions (also known as ‘SIPPs’) are being used by a rising number of private investors keen to take control of their retirement planning. First introduced in 1989, SIPPs have evolved into the favoured investment vehicle for individuals seeking more control and flexibility in their retirement planning. SIPPs are a form of pension available to all investors who choose to invest into [...]

The Cost Of Being Caught Without Business Protection

By | 12.2017|Protection|

For many, key person cover is not a well renowned phrase nor product, and even when it is it’s usually considered not as important as employer and public liability cover. However this isn’t strictly true. Not only will it protect their clients but it will also ensure their own fee/income stream is protected, too. More [...]

The Autumn Budget at a glance

By | 11.2017|Budget Announcement|

Philip Hammond has delivered his second Budget as chancellor. Here, we've rounded up the key points of his speech.  Stamp duty and housing Stamp duty is to be abolished immediately for first-time buyers purchasing properties worth up to £300,000. To help those in London and other expensive areas, the first £300,000 of the cost of [...]

The Story Behind Hartey Wealth Management

By | 11.2017|Hartey News|

We've been around since 2014, but for many the story of how we got here is unknown. Here, Karl Hartey explains the idea behind the business and what they are striving to achieve for their clients. “The vision of the company was to adopt a totally fresh client first approach whilst drawing on our twenty [...]

Found out how we got on at The Rotary 1180 Big Weekend!

By | 11.2017|Hartey News|

The Charlotte Hartey Foundation were chosen as one of the Friends of The Rotary Charities at the Rotary 1180 Big Weekend earlier this month. The Rotary 1180 Big Weekend is an event that attracts hundreds of Rotary District Members from all over the world. As well as The Foundation attending the event, Hartey Wealth Management [...]

The Interest Rate Rise and what it means for the markets

By | 11.2017|Interest rates|

For the first time in over a decade the Bank of England has raised its interest rate. The official bank rate has been lifted from 0.25% to 0.5%, the first increase since July 2007. The move reverses the cut in August of last year, which was made in the wake of the vote to leave [...]