Our service is more than the sum of the investments we manage for you. Everyone in the Hartey Wealth Management team is experienced and well trained to ensure we have the technical expertise required to advise you wisely.
DIRECTOR & SENIOR TECHNICAL CONSULTANT
I have a vital role to play when it comes to managing our clients’ portfolios. I dedicate a large amount of time researching asset allocation, portfolio diversification, correlation and investment strategies to match our client’s objectives and attitude to investment risk.
I have been working in the financial industry since 1999 and I have developed the risk management tools and portfolio design for managing your investments.
As the company is very active in managing our client portfolios it gives me a sense of achievement to see how well our client portfolios are performing.
I have been an IMD (Investment Management Diploma) holder through CFA UK since 2022, after obtaining the IMC in 2021 and the CFA Institutes Certificate in ESG Investing in 2022. I also hold the Diploma in Financial Advice (DipFA) through the London Institute of Banking and Finance (LIBF) since 2013, as well as obtaining the level 6 Managing Investment qualification also through the LIBF in 2017.
As Operations Manager, I oversee the daily operations of the company which includes providing accounting and administration services and developing systems and processes ensuring they are efficient, lean and precise whether relating to systems, compliance or service.
As a stickler for detail, I ensure all the financial reporting is correct for Tristan to meet with the Hartey Wealth Management Board and FCA regulatory requirements. I also work within the Client Services Team, which is very important to me, as it keeps me involved with our clients and in the practical application of the processes and systems that have been put in place.
I have worked within financial services for the last 15 years, although mainly from the fund provider side of the table. I joined the Client Service Team in May 2018 and have found my previous experience in the industry really beneficial as I know how lots of the platforms and fund providers work.
I enjoy being challenged and busy, following through with any client requests, applications or enquiries I receive – I like to be as involved with our clients as I can be. My aim is to provide the best level of customer service to our clients that I can.
Paraplanner & Research Analyst BA (Hons), MSc, DIPFA, IMC
I currently work as a paraplanner and research analyst. In 2020, I achieved the Diploma for Financial Advisors (DipFA) and the Investment Management Certificate (IMC) in 2021.
The last few years prior to working at Hartey Wealth Management have been varied for me, comprising of travelling and working overseas, completing a master’s degree, and working within the investment banking industry. I am now looking forward to developing and progressing in my career in the financial planning and investment sector, accompanied by the help of our skilled, experienced, and professional team.
I joined the business as a Portfolio Reviewer in early 2018, having since gone through a natural progression within the company, culminating in my most recent role as Wealth Manager.
I have over 4 years’ experience working at Hartey Wealth Management which I have done whilst completing my exams. I hold a Diploma in Financial Advice (DipFA) and I am currently working towards my Level 6 Diploma in Financial Advice (Adv DipFA).
As a woman and a financial advisor, I understand the unique financial challenges and concerns that women face. I provide a personalised approach to financial planning and wealth management, taking the time to understand my clients’ specific financial situations and goals. With my expertise and commitment to exceptional service, I help women take control of their financial future and achieve their financial goals. By choosing me as their financial advisor, you can feel confident that you are working with someone who truly understands your needs and is dedicated to helping you succeed. Whether you’re planning for retirement, managing investments, or navigating the complexities of divorce, I have the experience and expertise to guide you every step of the way.
Having worked in various roles within the financial advice industry since graduating from university, I bring a breadth of valuable experience to my current position on the paraplanning team. My background includes time in compliance, paraplanning and advising across multiple companies, most recently with a national advisory firm.
I have complemented this experience by completing several key professional qualifications, including the Diploma in Regulated Financial Planning, the Certificate in Discretionary Investment Management and the Certificate in Securities Advice and Dealing, to name a few. These qualifications demonstrate my commitment to developing the knowledge and skills needed to serve clients and collaborate with my colleagues.
Moving forward, I am eager to continue growing my skills and knowledge. My goals are to work towards Chartered status, increase my expertise through ongoing learning and leverage my experience and qualifications to contribute to the success of the team. I am motivated to provide excellent service to our clients as I progress in my career at Hartey Wealth Management.
I currently work as a portfolio reviewer within the Research Team, dealing with the administration of portfolio reviews and snapshots to our clients. This comprehensive process requires a strong attention to detail and accurate information handling, all within a timely manner.
Previous to working at Hartey Wealth Management I worked as a Service Controller at Hiab.
Client Relations & Seminar Administrator
I am based at our Oswestry offices and am the first point of contact for clients arriving here. My role as a receptionist involves arranging client meetings, receiving clients that attend meetings, as well as dealing with requests and queries.
Prior to working at Hartey Wealth Management, I ran my own health and nutrition business after leaving the Royal Air Force Nursing Service.
Chester Office & Events Manager
In my role as Chester Office & Events Manager, I manage the day-to-day running of the Chester office, as well as looking after the marketing and events for Hartey Wealth Management.
With extensive experience in office management and marketing, I work hard with the team to make sure our clients receive an excellent service.
Previously, I worked for an ecommerce agency in a variety of roles covering operations, HR and marketing – experience which is very useful in my role at Hartey Wealth Management.
As Client Administrator within the Client Services team, my role involves greeting clients at our Chester Office, taking Proof of Identity from our new clients, dealing with Letters of Authority and preparing reviews for our clients.
I have over 20 years administrative experience and I will always give 100% to any task that I am given.
After taking a small gap in my career to set up and run my own cake decorating business, which allowed me to raise my 2 children, I am pleased to be part of the Hartey Wealth Management team, providing all our clients with an excellent administrative service.
Client Portfolio Reviewer
As a member of the Research Team, I am responsible for the portfolio reviews where I utilize my 7 plus years of experience in administration. My attention to detail is key for this role and a skill I have nurtured over the years.
I am eager to continue my experience and increase my knowledge within my role.
Prior to working at Hartey Wealth Management, I worked within a large financial corporation dealing with multiple aspects of the sector, which began my interest in working within a smaller more personable financial business.
At Hartey Wealth Management, we pride ourselves on the life-long relationships that we build with our clients – many of which are happy to speak on our behalf.