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 Two Ways We Use Money
I recently saw a slide during a presentation that stopped me in my tracks: There are two ways to use money One is as a
What is considered a good return on investment?
For investors making complex financial decisions, it is important to understand the likely return on investment (ROI). This performance indicator is used to
Benefits of making regular investments
In this overview of regular investments, we consider the benefits of targeting money towards getting
New study questions how much is needed for a comfortable retirement
A new study has revealed the amount of money people might need to save to secure
IMF upgrades UK growth forecast
The British economy has received a welcome boost from the International Monetary Fund (IMF). If you are investment planning in Cheshire, Oswestry or the broader
Research highlights increase in financial nerves among retirees
New research by Standard Life has shed light on the lack of preparation for
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