Tristan Hartey

Managing Director

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. Tristan has over 10 years’ experience within the wealth management industry. He holds a Diploma in Financial Advice (DipFA) through the London Institute of Banking and Finance (LIBF) along with a BA (Hons) in International relations from the University of Leeds. He is a member of the Leaders Council of Great Britain and has written for articles regarding financial services for parliament, US and Australian publications.  He is a member of the prestigious Million Dollar Roundtable.  He is also a published author.

Additionally, he is a renowned international speaker on Culture and Networking having spoken at events in the USA, Asia, and Europe. Finally, he is a trustee of the Charlotte Hartey Foundation.

Qualifications

  • Diploma in Financial Advice (DipFA)
  • BA Hons in International Relations

Outside Of Work

Outside  of  work  Tristan  is  a  keen  traveller  and  spends  most  of  his  weekends  exploring  a  new  place  or  city,  whether  this  is  on  his  own  or  with  friends.  In  addition  to  this,  he  is  a  keen  hiker  and  skier,  with  his  favourite  destination  being  Lake  Tahoe  in  California.  When  he  isn’t  travelling,  Tristan  enjoys  reading,  going  to  the  theatre/cinema  and  learning  about new cultures.

See how financial and portfolio management could preserve or create your wealth .

If you’re looking for trusted and expert financial advisers, to give you personalised advice, that could help you make the most of your money…