A recent study by Citizen’s Advice found nine out of ten people would fail to spot common warning signs of a pension scam, such as unusually high investment returns, cold calling and offers of free financial advice. It’s very important to remain vigilant when you are looking to access the money you have invested. Last year, victims of investment fraud lost on average [...]
Now you've received our Newsletter, you'll know we've secured a brand new date and venue for our next Client Afternoon Tea Event. Along with the new venue, we've secured an entertaining new speaker too - Kirsty Jackson. We can't wait to hear Kirsty's talk and to get you all that little bit more excited about the [...]
We've been around since 2014, but for many the story of how we got here is unknown. Here, Karl Hartey explains the idea behind the business and what they are striving to achieve for their clients. “The vision of the company was to adopt a totally fresh client first approach whilst drawing on our twenty [...]
The Charlotte Hartey Foundation were chosen as one of the Friends of The Rotary Charities at the Rotary 1180 Big Weekend earlier this month. The Rotary 1180 Big Weekend is an event that attracts hundreds of Rotary District Members from all over the world. As well as The Foundation attending the event, Hartey Wealth Management [...]
We're delight to announce we have been named winners of the Best Financial Planning Firm – England at the 2017 Wealth & Money Management awards and Best Family-Owned Wealth Management Firm at the 2017 UK Enterprise Awards. What’s more, Managing Director Tristan Hartey has been announced winner of Young Entrepreneur Awards 2017 at the UK Enterprise [...]
There’s nothing more satisfying than a good old cup of tea and slice of cake, which is why we chose to invite our Clients to our annual Appreciation Day at the Lion Quays for an Afternoon Tea treat. The afternoon offered our clients a short presentation on the current happenings within the Investment markets and [...]
If you have a Nucleus account with us then you will have heard about the Nucleus training days we’ve been hosting. We introduced the sessions during the last quarter of 2016 and have since arranged more due to their success. Tuesday saw us host our 4th session and we’re delighted that the sessions are still [...]
Non-Executive Chairman, Karl Hartey has been selected as one of the main platform speakers for the prestigious Million Dollar Round Table conference in Vancouver, Canada this June. This sell-out event plays host to an audience of over 10,000 people, from over 57 countries.
Our Managing Director, Tristan Hartey was recently shortlisted for the Young Financial 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.