Karl Hartey
Chairman
Karl has worked in financial services for over 30 years and was inducted into the prestigious Financial Services Hall of Fame in 2025, recognising his lifetime contribution to the profession. Since co-founding Hartey Wealth Management in 2014, he has led the business with passion and innovation, driving the firm to multiple industry awards and establishing a reputation for clarity, trust, and results.
A sought-after speaker, Karl has delivered keynote talks at the Million Dollar Round Table (MDRT) and numerous international conferences, inspiring financial professionals around the globe. He is also the author of multiple educational books designed to simplify the complex world of finance for everyday investors and business owners alike.
Outside Of Work
Karl is an adventurer at heart. A keen mountain biker and veteran of over ten international car rallies, he also cherishes time spent exploring the Cornish coast with his two dogs, Mollie and Tobie. Their playful antics have inspired a best-selling children’s book series, written by Karl, capturing the joy of curiosity, adventure, and family. He is also proud to support The Charlotte Hartey Foundation, a charity dedicated to helping children thrive.
Podcasts and Articles

Benefits of Portfolio Management
Portfolio management is the strategic approach investors take towards asset distribution. The core aim is to optimise

Celebrating Our Central England Prestige Award Win
We are delighted to share some exciting news – we’ve been recognised as Financial Advisory of the Year at the Central England Prestige Awards 2025/2026.

Major government investment in plutonium disposal technology
If you are investment planning in Cheshire, you might have heard that the North West is soon to benefit from a £154 million state investment

One in four Brits would add crypto to retirement pot
New research has found an increasing number of Brits embracing cryptocurrency, with around a fifth of adults in the UK having already invested in crypto

Treasury eyes landlords with new tax plans
If you own properties and are tax planning in Cheshire, the Treasury may soon target landlords.

Business activity at its strongest in a year
For people investment planning in Cheshire’s services sector, new figures have given an indication of its strength. The data from S&P Global shows how, nationally,
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