Tristan Hartey

Managing Director

Having completed his financial services training at another firm, Karl and Tristan decided to open a new family wealth management firm. 

Over the last couple of years Tristan has led the company through a number of achievements including successfully establishing the business in Chester, building a strong team throughout the company, plus he’s guided company growth in a number of areas.

He has recently won the Young Entrepreneur of The Year award for the second time and was shortlisted for the Unbiased 2017 awards for the following categories: Protection Adviser of the Year Award, Social Media Adviser of the Year Award and Responsible Investment Adviser of the Year Award.

What’s more, Tristan has been made Committee Chair of a team within the Million Dollar Round  Table  –  an  exclusive  group  consisting  of  the  top  producing  advisers  in  the  world.  In addition he was a speaker at the exclusive conference in 2018.


  • 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…