Independent or restricted?

By | 01.2018|Financial advice|

Is it better to use an independent or restricted financial adviser? At the heart of the financial advice market lies the Independent Financial Adviser. The easiest way to describe an Independent Adviser is to state that they are unrestricted in how they can advise you and any adviser that is not independent will be restricted [...]

Freshen up your investments this New Year!

By | 12.2017|Investment|

With New Year fast approaching, now is a good time to take a look at your investment portfolio and maybe even consider making some changes. Carrying out regular portfolio reviews is crucial when considering the suitability of your investments and ensuring that any changes in your attitude to risk are accurately reflected. Over time, your [...]

Protecting, preserving or ultimately distributing your wealth

By | 12.2017|Protection|

Ensuring that you have adequate financial protection for you, your family and any dependants is an important element of financial planning. As a healthy working person with a good income, you may feel reasonably confident that you are able to provide for your family. However, your finances could be more precarious than you think. No matter what the current [...]

When is a Self-Invested Personal Pension the right option?

By | 12.2017|Pensions|

Self-Invested Personal Pensions (also known as ‘SIPPs’) are being used by a rising number of private investors keen to take control of their retirement planning. First introduced in 1989, SIPPs have evolved into the favoured investment vehicle for individuals seeking more control and flexibility in their retirement planning. SIPPs are a form of pension available to all investors who choose to invest into [...]

The Cost Of Being Caught Without Business Protection

By | 12.2017|Protection|

For many, key person cover is not a well renowned phrase nor product, and even when it is it’s usually considered not as important as employer and public liability cover. However this isn’t strictly true. Not only will it protect their clients but it will also ensure their own fee/income stream is protected, too. More [...]

The Autumn Budget at a glance

By | 11.2017|Budget Announcement|

Philip Hammond has delivered his second Budget as chancellor. Here, we've rounded up the key points of his speech.  Stamp duty and housing Stamp duty is to be abolished immediately for first-time buyers purchasing properties worth up to £300,000. To help those in London and other expensive areas, the first £300,000 of the cost of [...]

The Story Behind Hartey Wealth Management

By | 11.2017|Hartey News|

We've been around since 2014, but for many the story of how we got here is unknown. Here, Karl Hartey explains the idea behind the business and what they are striving to achieve for their clients. “The vision of the company was to adopt a totally fresh client first approach whilst drawing on our twenty [...]

Found out how we got on at The Rotary 1180 Big Weekend!

By | 11.2017|Hartey News|

The Charlotte Hartey Foundation were chosen as one of the Friends of The Rotary Charities at the Rotary 1180 Big Weekend earlier this month. The Rotary 1180 Big Weekend is an event that attracts hundreds of Rotary District Members from all over the world. As well as The Foundation attending the event, Hartey Wealth Management [...]

The Interest Rate Rise and what it means for the markets

By | 11.2017|Interest rates|

For the first time in over a decade the Bank of England has raised its interest rate. The official bank rate has been lifted from 0.25% to 0.5%, the first increase since July 2007. The move reverses the cut in August of last year, which was made in the wake of the vote to leave [...]

Chester Voluntary Action Group Charity Ball

By | 10.2017|Charity|

On Friday 13th October the Chester Voluntary Group held their first Annual Charity Ball at the Chester Grosvenor. Hartey Wealth Management were approached to be one of the main sponsors of the evening and were thrilled to be part of such a fabulous evening! Guests enjoyed a 3-course meal cooked by Simon Radley and his team, plus [...]