LEADING YOU TO A BRIGHTER FUTURE.
With the sun rising over the British economy and with the political uncertainty behind us, now is the time to start to plan and take back control of your financial prosperity. 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.
- 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 WILL COVER:
We have local oﬃces in both Oswestry and Chester 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.