Our Team

Our service is more than the sum of the investments we manage for you. Everyone in the Hartey Wealth Management team are experienced and well trained to ensure we have the technical expertise required to advise you wisely.
Karl Hartey

Karl Hartey

Chairmain

Karl Hartey

With over 25 years experience in the industry I’m in no better place but to bring my wisdom, knowledge and experience throughout all areas of the company. I oversee all areas of our dedicated team, advising, commenting, and suggesting on how we can improve upon the service we are offering.
Read More
Tristan Hartey

Tristan Hartey

MANAGING DIRECTOR BA (Hons) DipFA

Tristan Hartey

Tristan is one of our founders and our Managing Director. His role within the business is dealing with the day to day running of the business along with being one of our wealth managers.
Read More
Will
Will McBride
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.

Gill Cowling
Gill Cowling
OPERATIONS MANAGER

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.

David Claydon
Daniel Claydon
CLIENT MANAGER

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.

Chloe Graves
Chloe Graves
Wealth Manager

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).

Whilst working as a paraplanner I dealt with a variety of cases, guaranteeing the best possible solution was always found for our clients, which I now do for my own. The transition into my current role has allowed me to build solid relationships with my clients and bring a fresh pair of eyes into the current advising team. My goal is to make complex problems simple.

Headshots032020HiRes-4
Sean Butters
Head of Paraplanning

Having initially embarked on financial journalism career in the Square Mile, I soon realised that his interests lay on the other side of the fence and switched to financial planning in 2017.  After three years as a paraplanner in North London,  it was time to move back to the North of England and I joined Hartey Wealth Management as Senior Paraplanner in February 2020.

Working with the paraplanning and portfolio management teams, I am responsible for constructing and processing solutions for new clients, while maintaining the high standard of ongoing service Hartey Wealth Management provides for existing relationships, and upon completion of the Diploma in Financial Advice I intend to go for Chartered status.

John
John Jones
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.

Rachel
Rachel Dolan-Brennan
PORTFOLIO REVIEWER

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.

I have been working in Financial Services since graduating from University in 2017. Having gained a rounded introduction into Banking and Finance, I am now working towards my Diploma for Financial Advisors.  I am greatly looking forward to expanding my knowledge and experience within a great team.

LisaJolley
Lisa Jolley
Personal Assistant

As Karl and Tristan’s PA, I am the first point of contact for both new and existing clients.  I co-ordinate their diaries and organise meetings and seminars. 

I have previously worked for a then leading market research company specialising in customer service evaluation for blue chip clients.  That role became the driving force in enabling me to fully understand and appreciate the importance of putting the customer at the heart of every part of the business development journey, and always providing the highest possible standards of customer service.

Poppy
Poppy McBride
CLIENT RELATIONS & SEMINAR ADMINISTRATOR

I am based at our Oswestry Office and I am the first point of contact for the clients here. My role in Client Relations involves arranging client meetings as well as dealing with client requests and queries.

I also assist with the running and administration of our seminars. Previous to working at Hartey Wealth Management I worked as a Service Controller at Hiab.

Nathan Headshot300ppi-5-min
Nathan Lloyd
Portfolio Reviewer

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.

After graduating from university in 2017, I decided to pursue a career in the financial and banking sector. Having obtained the CEMAP certification, I became a mortgage advisor for 3 years. I decided I wished to progress further into financial services, and I am currently working towards the diploma for financial advisors.
I am now looking forward to developing and progressing my career in the financial planning sector accompanied by the help of our skilled, experienced, and professional team.

Sue Headshot72ppi-28-min
Sue Elliot
Receptionist

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.

Testimonials

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.