WHY YOU SHOULD ATTEND ONE OF OUR INVESTMENT PRESENTATIONS?
Do you really know how much you’re spending on investment advice?
Most people think they’re getting a good deal and it’s not until they really start looking into things that they realise how much they’re actually spending on advice.
Our investment presentations enable you to look into the nitty-gritty details of your investments and introduces our Second Opinion Service. This service can help to identify the areas of your investments that need improvement.
We’ll introduce you to our Money Jar Plan, a turnkey process that will guide you in all areas of financial well-being, including Wealth and Volatility Management, Estate Planning, Ongoing Investment Advice and Overexposure to Risk.
What’s more, we’ll update you on the complicated changes to Inheritance Tax and the Residence Nil-Rate Band allowances, ensuring you don’t get caught out when it comes to planning your family’s future.
- Structuring the right portfolio
- Diversification and reducing risk exposure
- Protection from inflation
- Reducing costs and getting a fair price
- Controlling emotional decisions
- Rebalancing your portfolio
GET IN TOUCH
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.