Investment Presentations
All you need to know about...
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?
- Inheritance Tax
- Estate Planning
- Investments
- Pensions
- The Second Opinion Service
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
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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.
