Investment Presentations


“Keeping you informed of changes in the markets and offering ways in which you can protect and improve the performance of your portfolios.”

Leading you to a brighter future.

We are delighted to announce that we are restarting our seminar programme now that the covid restrictions have been lifted. 

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

29 September 2021
Lions Quay, Weston Rhyn, Gobowen
Oswestry, Shropshire SY11 3EN United Kingdom
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12 October 2021
Peckforton castle, Stone House Lane
Peckforton, Tarporley, Cheshire CW6 9TN United Kingdom
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02 November 2021
Shrewsbury Town Football Club, Montgomery Waters Meadow, Oteley Rd
Shrewsbury, SY2 6ST United Kingdom
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09 November 2021
Chester Grosvenor, Eastgate Street
Chester, CH1 1LT United 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
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.