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
Average Briton retires five years later than planned
A new report has found that the average saver faces a five-year gap between
The “Gifts from Income” Rule — The IHT Saver Nobody Talks About
When it comes to Inheritance Tax (IHT), most people know about the 7-year rule for gifts. But few know about a lesser-known exemption that can
New data shows household finances are consolidating
Across the UK, households are setting more money aside, according to the most recent data by
New survey encourages Gen Z to start saving for retirement
A new survey has shed light on young people’s path to a comfortable retirement. If you are currently in your 20s and having thoughts about
G7 predicts impressive growth for UK economy
A new forecast says the UK is set to become the second-fastest-growing economy in the G7 this year. These are the latest projections of
UK electric vehicles enjoy best September ever
New figures show that the UK battery electric vehicle market enjoyed its
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