Investment Presentations
All you need to know about...
Leading you to a brighter future.
At Hartey Wealth Management, we have a wealth of experience, consistently guiding clients through the uncertainty caused by political events. Our presentation is aimed at those with potential Inheritance Tax issues and investments over £200,000.
What's Covered?
- Inheritance Tax
- Estate Planning
- Investments
- Pensions
- The Second Opinion Service
We have local offices in both Chester and Oswestry 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.
Upcoming Events
16
April
2024
Albright Hussey Manor Hotel,
Broad Oak
Shrewsbury, Shropshire SY4 3AF United Kingdom
+ Google MapShrewsbury, Shropshire SY4 3AF United Kingdom
30
April
2024
Peckforton Castle,
Stone House Lane
Peckforton, Tarporley, Cheshire CW6 9TN United Kingdom
+ Google MapPeckforton, Tarporley, Cheshire CW6 9TN United Kingdom
14
May
2024
Chester Grosvenor,
Eastgate Street
Chester, CH1 1LT United Kingdom
+ Google MapChester, CH1 1LT United Kingdom
Book Now
Booking is essential for all our events so use our booking form today to secure your place.
Our Speakers
Karl Hartey
Chairman
Tristan Hartey
Managing Director
What Our Clients Are Saying
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.