Investment Presentations

FROM RISK TO SAFETY

“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.

Due to the current COVID-19 Pandemic we have had to put our investment presentations on hold, but we plan to be back in the New Year when hopefully it will be safe for our staff and guests to fully enjoy the experience.  

 

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?
  • Pensions – Retirement Planning (New Rules)
  • Market Update
  • Wills & Trusts
  • Creating the right investment strategy
  • The Six Principles to investing with confidence
  • Understanding fees
  • Estate Planning
  • 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.

 

What Our Clients Are Saying

Upcoming Events

There are no upcoming events at this time

Our Speakers

Karl Hartey
Chairman
Tristan Hartey
Managing Director

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.
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