There is nothing more rewarding than being recognised for the hard work and dedication we put in to making our customer service first class. There’s some tough competition out there and just being shortlisted for an award is hard to come by, so we’re ecstatic to announce our achievements in the awards below.

Winners – Best Family-Owned Wealth Management Firm

The Innovation and Excellence Awards give recognition to businesses that are transferring their respective industries and the standard-bearers of excellence by continually setting industry trends as well as showing significant advances in terms of innovation and improvement.

Professional Advisors Award 2017

Winners –

 Financial Planning Firm of the Year 2018 – England &
Award for Excellence in Inheritance Tax Planning – England 


 Hartey Wealth Management are delighted to have been announced as winners in the above two categories at the Wealth & Money Management awards 2018, by Wealth & Finance International.

Not only winning Financial Planning Firm of the Year for a second year running, but also an award for excellence in Inheritance Tax Planning. Hartey Wealth Management are proud too provide an award winning service for our clients.

Winners – Best Family-Owned Wealth Management Firm 2017 & Young Entrepreneur of the Year 2017 – UK

Best Financial Planning Firm 2017 – England

The Global 100 program provides a benchmark of the very best of the best industry leaders, exemplary team’s and distinguished organisations.

The Global 100 follows a very specific, very comprehensive process, not commonly used elsewhere in the industry. Following the closure of the voting process, which follows a very strict format of self-submission and third-party nomination, firms are shortlisted and selected as winners.

Winners – Financial Advisory Firm of the Year 2017

The Corporate Excellence Awards 2017 are handpicked by CV Magazine.

Companies are awarded on merit, not popularity and are recognised as the very best in business; from a single office firm to an international conglomerate, firms are awarded on succeeding in their endeavours, innovating, growing and improving.

Winners – Best Financial Planning Firm – England 2017

Winners – Best for Investment Portfolio Management – Shropshire & Cheshire 2016

Hartey Wealth Management are delighted to have been announced winners in the above two categories at the Wealth & Money Management awards, by Wealth & Finance International.

These prestigious awards are devoted to supporting and recognising the hard work and stellar efforts of talented and dedicated firms, individuals and departments.

Media Awards

Shortlisted – Unbiased Media Awards 2017

Tristan was shortlisted for not just one category at the Unbiased Media Awards 2017 but three.

The three categories were: Protection Adviser of the Year, Social Media Adviser of the Year and Responsible Investment Adviser of the Year.

The Unbiased Media awards is ceremony that rewards excellence from the media advisers and journalists featured on unbiased.co.uk’s Bluebook.

Media Awards

Winners – Best Family-Owned Wealth Management &
Firm and Young Entrepreneur of the Year 2017

The 2017 UK Enterprise Awards cast a light on the very best firms and individuals from a diverse range of sectors.
These awards have been designed to celebrate the phenomenal accomplishments achieved by these remarkable
firms and individuals over the last 12-months.

Each winner has been recognised as the awards evaluate everything from a firm’s performance over the past
12-months, their commitment to innovation, their methods and even their competition to ensure that only the
most deserving names walk away with such a prestigious accolades.

Professional Advisors Award 2017

Shortlisted – Best for Client Engagement and Paraplanner of the Year

We’ve been shortlisted as finalists in the above two categories at the 2017 Professional Adviser Awards.

Over 200 firms were put into the running at these awards, which aim to reward excellence in financial advice and the wider sector.

Gamechanger of the Year

Winners – Regional IFA of the Year UK and Gamechanger of the Year UK – ACQ5 awards

We have been announced winners of the above categories for two consecutive years.

The ACQ Global Awards set out to recognise the achievements of those who are responding most successfully to the demands being placed on them in the new post-recession business environment.

These awards are the only industry honours given purely on the basis of voter participation which is great for us as it means that the public are recognising the hard work we strive to achieve.

Financial Innovation Award 2016

Shortlisted – Excellence in Customer Service

We’ve been shortlisted as finalists in the Excellence in Customer Service category by the Financial Innovation Awards.

The Financial Innovation Awards are hosted by ifs University College and the BBA to help bring even more recognition to the innovation that drives the Financial Industry.

Media Awards

Shortlisted – Unbiased Young Professional Adviser 2016

Tristan was shortlisted for the Young Professional Adviser Award 2016 at the Unbiased Media Awards – an awards ceremony that rewards excellence from the media advisers and journalists featured on unbiased.co.uk’s Bluebook.

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