Hartey Wealth Management
An award-winning portfolio management company
“To help retirees and successful business people understand the risks they are taking and to help them realign this with the risk they are willing to take and to protect their downside.”
About Our Process
All our work is provided on a prearranged transparent fee basis. Our initial meeting, the ” the job interview ” meeting, is performed at our expense with no cost to you. This meeting helps us assess your current financial situation. We will usually provide a short questionnaire (pre-meeting workbook) for you to complete prior to this meeting.
This workbook is confidential, discussed between you and your adviser, and is to gather the bare facts, enabling the meeting to be more productive and giving more time to provide a personal service. It will help us better understand your financial position and attitude to investment risk prior to our meeting.
Following a free initial consultation, you are able to select the specific services you require and your preferred method of remuneration.
We will always provide you with the details of any charges or fees at our initial meeting and in advance of any work being undertaken.
We believe it is important that everyone understands the advice/services that will be delivered and their associated costs; that is why we operate a transparent charging structure with no hidden fees or costs.