Trusted Investment advisers
Expert investment guidance could help you to make better financial decisions. What’s more, a trusted financial adviser could help to increase your confidence and ensure you feel supported.
Get Started
Financial Guides
These informative guides are for you to download and read at your own leisure.
Learn More
Testimonials
At Hartey Wealth Management, we pride ourselves on the life-long relationships that we build with our clients – many of which are happy to speak on our behalf.
Learn More
Investment Presentations
Keeping you informed of changes in the markets and offering ways in which you can protect and improve the performance of your portfolios.
Learn More
Awards
There’s some tough competition out there and just being shortlisted for an award is hard to come by, so we’re ecstatic to announce our achievements in the awards below.
Our Awards
Second Opinion Service
Our Second Opinion Service provides you with a completely unbiased opinion on your investments, pensions and finances, giving you greater insight and understanding of how they are performing and whether you are making the right decisions.
Learn More
Contact Us
Our team of experts are ready to hear from you.
Contact Now
Previous
Next

Experience

We have 25+ years of experience

Free Consultation

first consultation is FREE

We get results

we have highly-rated reputation

No costs up front

We care about your family

We care about you

We care about your family

About Us &
Our First Class Service

The vision behind Hartey Wealth Management was to adopt a totally fresh client-first approach whilst drawing on our twenty-five years of experience running a regional business, providing clients with the very best unbiased, independent financial advice.

Our fierce commitment to independence means there are no hidden fees or commissions, no external shareholders and no bias to any retail providers to cloud our vision or promote conflicts of interest. We are singularly focused on providing advice and solutions that champion our clients’ best interests.

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.

Financial Planning

Bespoke
financial advice

As your independent financial advisers, the most important step in the wealth planning process is to establish clear objectives for your money.

Financial Planning
Financial Planning

Bespoke and expert financial advice could help you to make the right decisions with your money.

Tax Planning
Inheritance Tax Planning

We provide appropriate investment strategies, expertly designed to generate or increase wealth in a tax-efficient way.

Investments
Investments

A resilient and diverse portfolio protects against the fluctuating economic markets of today.

Interested in a second opinion on your investment portfolio?

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 Services

We believe that the most important steps in your wealth planning process are to establish clear and concise objectives and to acknowledge and address the desired level of involvement you want to retain in managing your wealth. Your plan should also take into account your total estate plan in a manner that is timely, effective and tax-efficient. 
Financial Planning

Financial planning

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.

Inheritance Tax

Inheritance Tax Planning

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…

Retirement Planning

Retirement Planning

Specialist retirement financial advisers can keep your finances on track to retire in comfort.

 

Financial Protection

Protection

Experienced financial advisers can ensure that you have adequate financial protection for you, your family and any dependants.

 

Second Opinion Service

Second Opinion Service

An original concept from Hartey Wealth Management, The Second Opinion service delivers expertly crafted advisory to aid you with the management of your financial affairs.

Bespoke financial advice from experts

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.

Charge Comparison

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.

Risk Ladder

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.

Hartey Wealth Management
MoneyLabel

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.

Model Portfolio

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.

Wealth Management Programme

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.

How to Secure your Family's Future

Download our FREE eBook Now

Do you need help navigating the world of finance? Do you want to secure your family the best financial future possible? Download our Free eBook now.