Accredited to the Highest Professional Standards
Our ISO 22222 and BS 8577 certifications are independent proof that we uphold the highest professional and ethical standards in financial planning and wealth management.
BS 8577 is a British Standard designed to assess and award financial planning firms who can demonstrate that they have the operational framework in place to deliver a first-class service to their clients.
Karl & Tristan Hartey are 2 of only 43 Financial Advisers to hold this accreditation - an international standard that sets out the highest level of professional practice for personal financial planning.
A government-backed certification demonstrating robust protection against the most common cyber threats.
A recognised qualification ensuring trusted, knowledgeable, and ethical financial advice.
Million Dollar Round Table – A global, prestigious membership honouring top financial professionals for excellence in client service and performance.
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.
