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?
- 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
27
September
2022
Albright Hussey Manor Hotel,Broad Oak
Shrewsbury,ShropshireSY4 3AFUnited Kingdom
+ Google MapShrewsbury,ShropshireSY4 3AFUnited Kingdom
11
October
2022
Rookery Hall Hotel & Spa,Main Road, Worleston
Nantwich,CW5 6DQUnited Kingdom
+ Google MapNantwich,CW5 6DQUnited Kingdom
01
November
2022
Lions Quay,Weston Rhyn, Gobowen
Oswestry,ShropshireSY11 3ENUnited Kingdom
+ Google MapOswestry,ShropshireSY11 3ENUnited Kingdom
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.
