Karl has been working in the realms of financial advice for over 30 years, building solid relationships with clients. Following a short break from advising, Karl and Tristan opened Hartey Wealth Management in 2014. As well as advising Karl brings a whole host of wisdom, knowledge and experience to each and every area of the company and is constantly driving positive changes to improve the service we are offering. He has successfully led the company to win multiple awards over the last few years.
As well as hosting a number of our very own events, he’s been invited to be a main platform speaker at the prestigious Million Dollar Round Table conference in front of thousands of global advisers, along with speaking at multiple international conferences. He has also taken the opportunity to write two books which help to explain the muddled world of finance and its products.
- Diploma in Financial Advice
Outside Of Work
Karl is a keen mountain biker spending much of his spare time on bike tracks and trails. Alongside this, he thrives on travel and adventures and has taken part in over ten international car rallies around the world. Alongside all of this, Karl is a patron of the Charlotte Hartey Foundation; a charity which is focused on helping children.
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