Testimonials
At Hartey Wealth Management, we pride ourselves on the life-long relationships that we build with our clients – many of whom are happy to speak on our behalf.
Read more from our happy clients
“It's nearly 10 years since I became a client of Tristan's.
During that time he has looked after my financial interests with adaptablity, integrity and through some major life changes.
His calm approach and confident manner throughout has only shown me why he is good at what he does.
I would highly recommend Tristan and Hartey Wealth Management whatever stage of life you are at! It's never too late or too soon to start.
Wishing you continued success.”
During that time he has looked after my financial interests with adaptablity, integrity and through some major life changes.
His calm approach and confident manner throughout has only shown me why he is good at what he does.
I would highly recommend Tristan and Hartey Wealth Management whatever stage of life you are at! It's never too late or too soon to start.
Wishing you continued success.”
Julia Forster
Client since 2015
“I want to compliment you on the great communication Hartey Wealth Management has with its clients. Not only do you provide quarterly newsletters, which are hugely informative, and beautifully presented in hard copy, but in the interim, send out briefing emails covering topical issues, and their potential implication for investors.
Why is this so important? In recent times, political and economic uncertainty around the world has created huge unrest in global stock markets, and whilst we may appreciate that “the value of your investment may go down as well as up”, it is reassuring to receive regular updates on the present situation, and the possible outlook for the future. Many financial advisers and wealth managers fail to provide this level of support: indeed, it is not uncommon for them to “keep their heads down" rather than engage with their clients at such times.
Your approach sets you head and shoulders above your so called competitors, and I have no hesitation in recommending Hartey Wealth Management to anyone seeking sound, ethical advice regarding pensions, investments, and other financial planning issues, coupled with a wonderful client care ethos.”
Why is this so important? In recent times, political and economic uncertainty around the world has created huge unrest in global stock markets, and whilst we may appreciate that “the value of your investment may go down as well as up”, it is reassuring to receive regular updates on the present situation, and the possible outlook for the future. Many financial advisers and wealth managers fail to provide this level of support: indeed, it is not uncommon for them to “keep their heads down" rather than engage with their clients at such times.
Your approach sets you head and shoulders above your so called competitors, and I have no hesitation in recommending Hartey Wealth Management to anyone seeking sound, ethical advice regarding pensions, investments, and other financial planning issues, coupled with a wonderful client care ethos.”
lan Williams
Client since 2020
"I can thoroughly recommend Hartey Wealth Management to anyone who is searching for a friendly but professionally run family investment company.
Excellent advice is always given and tailored to your personal needs.
If you have any queries they are dealt with immediately and efficiently. Financial updates are regularly given as well as annual reviews on your investments.
How much you would like to invest is entirely up to you and you can choose what level of risk you want to invest at i.e. a relatively low risk investment for a cautious approach or you can take steps to gradually increase to a higher risk level.
I cannot praise the company enough and have every confidence in their management of my finances."
Excellent advice is always given and tailored to your personal needs.
If you have any queries they are dealt with immediately and efficiently. Financial updates are regularly given as well as annual reviews on your investments.
How much you would like to invest is entirely up to you and you can choose what level of risk you want to invest at i.e. a relatively low risk investment for a cautious approach or you can take steps to gradually increase to a higher risk level.
I cannot praise the company enough and have every confidence in their management of my finances."
Pauline W
Client since 2015
Having retired in the year 2000, I endeavoured to negotiate my own path in the world of ISAs and Investment bonds, with very little success. My journey to making my first contact with Karl Hartey was rather unusual, as it led from meeting Tristan Hartey in 2009, during the Upper Sixth pre- university interviews I was conducting for all the Upper Sixth students in Oswestry School.
At my first meeting with Karl , I was immensely impressed with his manner as a person and the follow-up recommendations I received. This included a recommendation to make a capital investment into a Canada Life bond which was very profitable and was followed up in subsequent years with profitable ISA investments.
In 2018, I wanted to open a Discounted Gift Trust and unfortunately, I decided to get competitive quotes which led to me signing up with an alternative investment advisor - a decision which I regretted in view of the losses I sustained. In 2023, rather with my tail between my legs, I returned to Hartey Wealth Management and met up with Tristan again and he impressed me even more than he did when I met him as a sixth former!
There is a professionalism about Hartey Wealth Management that is evident throughout the company. The administrative procedures in the company are outstanding, with a quick response to any query I make. When a client needs to make decisions, the exemplary paperwork which is produced shows a range of options, with appropriate risks levels, which makes decision-making that much easier. The investment pamphlets produced by the company are also excellent.
As a small family-run company, it gives any pensioner a level of confidence which is so important when making investment decisions later in life. The confidence which I now have in the company is leading me to make another significant investment into a Discounted Gift Trust. Another level of confidence which is important, is to know that following the death of either myself or my wife that local support and guidance is available.
The manner in which the company shows their appreciation for any investment that an individual makes, with their investment seminars in delightful venues, is something which both my wife and I really enjoy and appreciate. I can recommend Hartey Wealth Management to anyone who is seeking sound guidance on the matter of making secure investments.
At my first meeting with Karl , I was immensely impressed with his manner as a person and the follow-up recommendations I received. This included a recommendation to make a capital investment into a Canada Life bond which was very profitable and was followed up in subsequent years with profitable ISA investments.
In 2018, I wanted to open a Discounted Gift Trust and unfortunately, I decided to get competitive quotes which led to me signing up with an alternative investment advisor - a decision which I regretted in view of the losses I sustained. In 2023, rather with my tail between my legs, I returned to Hartey Wealth Management and met up with Tristan again and he impressed me even more than he did when I met him as a sixth former!
There is a professionalism about Hartey Wealth Management that is evident throughout the company. The administrative procedures in the company are outstanding, with a quick response to any query I make. When a client needs to make decisions, the exemplary paperwork which is produced shows a range of options, with appropriate risks levels, which makes decision-making that much easier. The investment pamphlets produced by the company are also excellent.
As a small family-run company, it gives any pensioner a level of confidence which is so important when making investment decisions later in life. The confidence which I now have in the company is leading me to make another significant investment into a Discounted Gift Trust. Another level of confidence which is important, is to know that following the death of either myself or my wife that local support and guidance is available.
The manner in which the company shows their appreciation for any investment that an individual makes, with their investment seminars in delightful venues, is something which both my wife and I really enjoy and appreciate. I can recommend Hartey Wealth Management to anyone who is seeking sound guidance on the matter of making secure investments.
Mr J Kenrick Jones OBE
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.
