Investment Presentations
Secure Your Spot At Our Exclusive Financial Seminar
Are you ready to take your financial future to the next level?
Don’t miss this opportunity to learn from industry experts and unlock strategies that could transform your financial journey.
Why You Should Attend
Gain actionable insights on essential financial topics, including:
- Investment Planning
- Estate and Inheritance Tax Strategies
- Retirement Planning & Pension Optimisation
- Navigating Recent Budget Changes
Our presentations are aimed at anyone with potential Inheritance Tax issues and investments over £200,000.
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
Book Now
Booking is essential for all our events so use our booking form today to secure your place.
Our Speakers
Karl Hartey
Chairman
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.
