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

New Budget measures damage appeal of ISAs
There is little doubt that individual savings accounts (ISAs) have become extremely popular in

Popularity of annuities grows following inheritance tax changes
Following the Chancellor’s changes to inheritance tax, the financial industry is reporting a surge of

Why silver is becoming an increasingly popular investment
Some jewellers have been switching from silver to platinum plating in their

What is trust planning?
Trust planning is a strategic estate-planning tool designed to help wealth holders effectively protect and pass on

Why more people are using trusts to cut inheritance tax
New research has found that an increasing number of people are using trusts to manage their financial affairs. For people inheritance tax planning in

Q4 jump in UK dividends reported
The London stock market is well-known for offering a large selection of
See how financial and portfolio management could preserve or create your wealth .
If you’re looking for trusted and expert financial advisers, to give you personalised advice, that could help you make the most of your money…
