Karl Hartey
Chairman
Karl has worked in financial services for over 30 years and was inducted into the prestigious Financial Services Hall of Fame in 2025, recognising his lifetime contribution to the profession. Since co-founding Hartey Wealth Management in 2014, he has led the business with passion and innovation, driving the firm to multiple industry awards and establishing a reputation for clarity, trust, and results.
A sought-after speaker, Karl has delivered keynote talks at the Million Dollar Round Table (MDRT) and numerous international conferences, inspiring financial professionals around the globe. He is also the author of multiple educational books designed to simplify the complex world of finance for everyday investors and business owners alike.
Outside Of Work
Karl is an adventurer at heart. A keen mountain biker and veteran of over ten international car rallies, he also cherishes time spent exploring the Cornish coast with his two dogs, Mollie and Tobie. Their playful antics have inspired a best-selling children’s book series, written by Karl, capturing the joy of curiosity, adventure, and family. He is also proud to support The Charlotte Hartey Foundation, a charity dedicated to helping children thrive.
Podcasts and Articles

What the Autumn Budget means for property landlords
One group who will be directly impacted by the recent budget changes are

What are the main takeaways from the 2025 Autumn Budget?
The Chancellor of the Exchequer, Rachel Reeves, has announced the details of the Autumn Budget. The key provisions will be of interest to

Number of ISA millionaires surpasses 5,000
New data has revealed an increase in investors with individual savings accounts (ISAs) worth

The Real Cost of Doing Nothing with Your Estate Planning
When it comes to estate planning, the biggest mistake isn’t getting something wrong – it’s doing nothing at all. Too many people think: “I’ll get

Pension savers advised to check retirement pots before Autumn Budget
Pension savers are being urged to check their retirement pots ahead of the forthcoming Autumn Budget.

Banking customer protection increased to £120,000
In welcome news for savers, the UK’s banking watchdog has increased the amount of
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