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
What is the difference between investment management and wealth management?
Investment management and wealth management are common services in the world of personal finance. They sound similar and
New research highlights importance of writing a will
New research has identified an alarming percentage of people failing to
What do the ‘Triple Lock’ changes mean for the State Pension?
In a major speech last week, the Prime Minister, Andy Burnham, confirmed proposed changes to pension income, most notably relating to
What will the Autumn Budget mean for Inheritance Tax?
Rumours are rife that the Chancellor, John Healey, might abolish
What is the 3% rule for retirement?
If you’re in the process of planning your retirement, you may have heard of
Pensions triple lock faces fresh scrutiny as borrowing costs climb
Recent turbulence in the bond market may leave many investors wondering
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…
