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0808 168 5866
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call us for a consultation
We have 25+ years of experience
first consultation is FREE
we have highly-rated reputation
We care about your family
The vision behind Hartey Wealth Management was to offer a client-first approach, offering impartial and independent financial advice whilst drawing on our twenty-five years of experience operating a regional brand.
With Hartey Wealth Management, there are no commissions or hidden costs. Because of our ferocious dedication to independence, there are no external shareholders or bias against retail suppliers that could skew our judgement. Our aim is to offer advice and provide solutions that are in the best interests of our clients.
We are based in Chester and Oswestry. We help our clients to create and preserve wealth through effective financial planning and portfolio management. Here on our website, you can discover our range of financial advisory services. We deliver expertise and personalised advice that’s carefully tailored to work for our client’s money, from wealth protection and wealth management, to inheritance tax, retirement advice and investment planning.
As your independent financial advisers, the most important step in the wealth planning process is to establish clear objectives for your money.
Bespoke and expert financial advice could help you to make the right decisions with your money.
We provide appropriate investment strategies, expertly designed to generate or increase wealth in a tax-efficient way.
A resilient and diverse portfolio protects against the fluctuating economic markets of today.
If you have any questions about your investments, pensions or plans, contact us today. To learn more about The Second Opinion Service, visit the service’s dedicated website.
Our Charge Comparison service ensures you’re getting value for money from your adviser. No overspending on fees means more money stays in your money pot.
We can help by providing appropriate investment strategies, perhaps geared towards capital preservation rather than capital growth, to generate or increase…
Given the recent fluctuations of the economic markets, it’s now more important than ever to ensure you have sturdy and diverse investment portfolio in place…
Specialist retirement financial advisers can keep your finances on track to retire in comfort.
Experienced financial advisers can ensure that you have adequate financial protection for you, your family and any dependants.
The Portfolio Management Service provides active investment management for clients. Our independent and experienced team work with you towards understanding and achieving your long-term financial goals.
We have over 100 free financial guides you can download, covering all aspects of financial investment and preservation.
Using a structured process, we assess suitability, performance, management and reporting of your financial affairs. With clear objectives for your money, we suggest appropriate improvements, cost savings and options.
Our Charge Comparison service ensures you’re getting value for money from your adviser. No overspending on fees means more money stays in your money pot.
When establishing a client’s risk profile, we don’t simply follow a standard questionnaire by discussing a number of possible scenarios and portfolio options, we create a bespoke solution.
Do you really know where your money is invested? Unsurprisingly, many prospective clients come to us under an illusion that their portfolios are set up with funds.
We use a 24/7 model portfolio for our investments. Our risk-graded solutions improve performance, reduce risk and can be integrated into all portfolios to maximise returns and investments.
Would you like to be part of our Wealth Management Programme? Once we’ve taken you on the journey of our Second Opinion Service, you can either choose to become a client of Hartey Wealth Management or choose to keep your portfolio as it is.
Hartey Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
