Our Promise

Our aim is to help retirees and successful business people understand the risks they are taking, help them realign this with the scale of risk they are willing to take and protect their downside. 

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.”

Our Promise

Aside from this, we do our utmost to add to your wealth and ensure you and your family can live the life you desire.

The fee structure we use is calculated as a percentage of the assets that we manage, not on individual transactions that we enact on your behalf.  We promise not to charge fees to switch funds internally on investment products.

We help our clients create and preserve wealth through effective financial planning and portfolio management.

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.

Awards &
Accreditions

ISO22222 Certified
BS8577 Certified
The London Institute of Banking & Finance - Certified Financial Adviser
Cyber Essentials Certified
MDRT - The Premier Association of Financial Professionals