Investment Presentations

All you need to know about...

“We are delighted to announce that our 2022 seminars will start from 25th January.”

Leading you to a brighter future.

At Hartey Wealth Management, we have a wealth of experience, consistently guiding clients through the uncertainty caused by political events.  Our presentation is aimed at those with potential Inheritance Tax issues and investments over £200,000.

What's Covered?

We have local offices in both Chester and Oswestry which serve our clients in and around Shropshire, Cheshire and North Wales. If you would like to find out more about Hartey Wealth Management or would like to arrange a free Second Opinion consultation with one of our advisers, please get in touch.

 

Upcoming Events

20 September 2022
Chester Grosvenor,Eastgate Street
Chester,CH1 1LTUnited Kingdom
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20 September 2022
Chester Grosvenor,Eastgate Street
Chester,CH1 1LTUnited Kingdom
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27 September 2022
Albright Hussey Manor Hotel,Broad Oak
Shrewsbury,ShropshireSY4 3AFUnited Kingdom
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11 October 2022
Rookery Hall Hotel & Spa,Main Road, Worleston
Nantwich,CW5 6DQUnited Kingdom
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01 November 2022
Lions Quay,Weston Rhyn, Gobowen
Oswestry,ShropshireSY11 3ENUnited Kingdom
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08 November 2022
Chester Grosvenor,Eastgate Street
Chester,CH1 1LTUnited Kingdom
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Book Now

Booking is essential for all our events so use our booking form today to secure your place.

Our Speakers

Karl Hartey
Karl Hartey
Chairman
Tristan Hartey
Tristan Hartey
Managing Director
What Our Clients Are Saying

Interested in a second opinion on your investment portfolio?

If you have any questions about your investments, pensions or plans, contact us today. To learn more about The Second Opinion Service, visit the service’s dedicated website.