Our service is more than the sum of the investments we manage for you. Everyone in the Hartey Wealth Management team are experienced and well trained to ensure we have the technical expertise required to advise you wisely.

Karl Hartey

KARL HARTEY

CHAIRMAN

With over 25 years experience in the industry I’m in no better place but to bring my wisdom, knowledge and experience throughout all areas of the company. I oversee all areas of our dedicated team, advising, commenting, and suggesting on how we can improve upon the service we are offering.

I could see there was room for something better in the realm of financial advice which is why we have redefined our model portfolios to give more choice and to tailor the portfolios to your needs, regardless of whether you want income, growth or have a strong ethical approach. I get great satisfaction from applying the knowledge I have gained (including those things I learned not to do) a second time around.

Tristan Hartey

TRISTAN HARTEY

MANAGING DIRECTOR BA (Hons) DipFA

I believe we should be judged on results. I resolved from the first day of business that clients should be treated as individuals and their investment portfolios should reflect that and be regularly reviewed. We have never undertaken any business that does not hold us to account.

It makes my day when clients say how well we have understood them as individuals and what difference our advice has made to their lives. That’s when I feel we’ve done a good job. My role is really to make sure the right things happen – and to make sure things run smoothly. I am also responsible for the regulatory aspects of the business, so that we meet the capital adequacy requirements of the FCA and that we are always financially stable.

Gill Cowling

GILL COWLING

OPERATIONS MANAGER

As Operations Manager, I oversee the daily operations of the company which includes providing accounting and administration services and developing systems and processes ensuring they are efficient, lean and precise whether relating to systems, compliance or service.

As a stickler for detail, I ensure all the financial reporting is correct for Tristan to meet with the Hartey Wealth Management Board and FCA regulatory requirements. I also work within the Client Services Team, which is very important to me, as it keeps me involved with our clients and in the practical application of the processes and systems that have been put in place.

Will McBride

WILL MCBRIDE

HEAD OF RESEARCH

My role is a varied one and my days are busy with researching clients’ investment options; answering client queries and preparing their portfolio reviews.

I have over 15 years’ experience in the role working for Karl.  I develop Risk Management tools, and portfolio design.  I also implemented and oversaw the mass migration of funds from Property funds in 2008 pre-crash. We have a very active management approach to funds, and feel proud of our results.

Ross Rogers

ROSS ROGERS

CLIENT MANAGER

I work within the Client Services Team, which is very important to me, as it keeps me involved with our clients and in the practical application of the processes and systems.

My role here is varied and constantly evolving, which is what I enjoy and it enables me to ensure that we continue to offer an exceptional level of service to our clients.

Charlotte Hampson

CHARLOTTE HAMPSON

MARKETING & DIARY MANAGER

I manage the advisers diaries, ensuring that clients have their regular reviews booked in and that any new faces are sent the relevant information about the company and are fully prepared for their first appointments.

Alongside this, I will be organising our ever-important investment seminars, making sure venues are booked, communications are sent and clients are catered for. Plus I’ll be making sure that our website and company marketing is all up-to-date and looking fresh!

Sara Jones

SARA JONES

PARAPLANNER

I joined the Financial Services in 2013 as a Paraplanner at another Financial Advising company within my local area. As well as fulfilling this position, I was actively studying for my Certificate in Paraplanning and Diploma in Financial Services, which I successfully gained in 2015.

I may have only been in the Financial Services for a short time, but I have already experienced many of the rewards and challenges that come with my role, many of which have enabled me to progress to where I am today.

Amie Dean

AMIE DEAN

PORTFOLIO REVIEWER

When I decided to start a career within the financial planning sector Hartey Wealth Management was my first choice. I work within the research team administering the portfolio reviews we provide for our clients. Will and Sara are both great mentors and I can always rely on the wider team to support me and share their extensive knowledge. I have recently started studying for my Diploma for Financial Advisers.

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