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
Do higher earners need financial advice?
If you are a high earner and have set aside a significant amount of money, you might find yourself in
Balancing Fairness, Simplicity and Tax in Estate Planning
Estate planning often begins with a simple question. How should wealth be passed on? Yet the answer is rarely straightforward. Families must balance fairness between
Economic instabilities causing hesitation in British stocks
These are times of economic and geopolitical instability, and many people will be wondering
A New Chapter for Hartey Wealth Management
After more than 11 years at our current office in Oswestry, we are delighted to share some exciting news with you. Hartey Wealth Management will
Managing Tax Across a Lifetime, Not Just a Year
Tax planning is often approached as an annual exercise, focused on allowances and deadlines. While this has its place, a more effective approach considers tax
Surge in pension raids to avoid UK inheritance tax shake-up
The UK government is introducing major changes to
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