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 strategy is to provide the very best local service and financial guidance to retirees and entrepreneurs. Hartey Wealth Management provides bespoke independent financial guidance. We are experts in cautious wealth management and retirement transition.
A local company based in Cheshire and Shropshire
We are a local brand with the capabilities of a national organisation, through our network of professionals including lawyers, accountants and stockbrokers.
Our offices offer old world charm
Our offices have been carefully designed to provide an element of old world charm, offering a relaxing and warm environment in which to meet.
We are able to offer the very best facilities
We’re pleased to offer the very best facilities in which to manage money safely and cost effectively.
We pass on the benefit
We can offer large fund manager discounts to our clients, to reduce costs and improve performance through the use of platforms.