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
Retirement Is Not an Age. It Is a Financial Strategy
Retirement no longer begins with a fixed date circled in red on the calendar. For many professionals and business owners, it is much more about
Research shows Generation X not financially prepared for retirement
New research by Legal & General has revealed the scale of the UK’s midlife pension challenge. An estimated 5 million people in
Upcoming changes to tax rules set to affect sole traders
Sole traders and landlords tax planning in Cheshire or Oswestry should be aware of looming tax changes. Taking effect from
Hartey Wealth Management Highly Commended at the 2026 Professional Adviser Awards
We are proud to share that Hartey Wealth Management has been named Highly Commended at the 2026 Professional Adviser Awards, in the category of Adviser
Millions facing tax on savings in 2027
Millions of Brits face tax bills on their savings next year. If you are tax planning in Cheshire or Oswestry, HMRC is scheduled to
Passing On Wealth With Clarity and Control
Inheritance tax was once a concern primarily for the very wealthy. Today, rising property values and long-term investment growth mean many families face potential liabilities
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