Investment Presentations
All you need to know about...
“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?
- 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
There are no upcoming events at this time
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Booking is essential for all our events so use our booking form today to secure your place.
Our Speakers
Karl Hartey
Chairman
