Beware of the scammers!

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 […]
Presenting our guest speaker at the 2018 Client Appreciation Event….

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 […]
Found out how we got on at The Rotary 1180 Big Weekend!

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 […]
The Story Behind Hartey Wealth Management

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 […]
Our winning streak!

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 […]
Time for Tea!

[one_full last=”yes” spacing=”yes” center_content=”no” hide_on_mobile=”no” background_color=”” background_image=”” background_repeat=”no-repeat” background_position=”left top” hover_type=”none” link=”” border_position=”all” border_size=”0px” border_color=”” border_style=”” padding=”” margin_top=”” margin_bottom=”” animation_type=”” animation_direction=”” animation_speed=”0.1″ animation_offset=”” class=”” id=””][fusion_text]There’s nothing more satisfying than a […]
Our Nucleus ‘How to…’ sessions

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 […]
Karl Hartey is selected as keynote speaker at prestigious conference
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 […]
Tristan is shortlisted for Prestigious Young Financial Adviser Award
Our Managing Director, Tristan Hartey was recently shortlisted for the Young Financial Adviser Award 2016 at the Unbiased Media Awards – an awards […]