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 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
Possible Burnham government to face early pressure over tax and spending
With Andy Burnham looking likely to become Prime Minister this Friday, July 17, this could spell change for UK taxation. People tax planning in Oswestry,
The Happiness Gap
If your expectations grow faster than your income, you will never be happy with your money. It is one of the simplest financial truths I
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
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