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
The Three Doors of Great Financial Planning
After decades of working with families, business owners and retirees, I have come to believe that successful financial planning is remarkably simple. Not easy, but
The Best Referral Programmes Benefit Everyone
Most businesses ask for referrals but very few deserve them. And even fewer understand why people make them. Many referral programmes are built around one
Choose Your Hard
One of the most profound lessons in life can be summed up in just three words: Choose your hard Life is hard – the question
The Emotion of Investing: Navigating the Minefields of Wealth
When people think about investing, they often picture stock markets, charts, economic forecasts, and investment managers sitting in front of multiple computer screens. In reality,
How inheritance tax on UK pensions is fuelling demand for annuities
UK annuities have recorded a sharp rise in sales in recent months, with more retirees using them to reduce
Enough
It may be the shortest word in personal finance. Yet it might be the most important. Just six letters. Enough. Not more. Not bigger. Not
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