Financial Planning

With an understanding that every person has unique financial ambitions, at Hartey Wealth Management, we create tailored financial planning solutions that match your individual circumstances and aims.

As experienced wealth managers, we take a more holistic approach to the financial advice we offer, allowing us to provide a comprehensive service which includes all aspects of financial planning. As a result, we can help you with portfolio management, protective policies as well as inheritance tax, estate, and retirement planning.

How does financial planning work?

Even when you understand the need to make financial plans, knowing just where to start isn’t always easy. In such cases, having an expert and unbiased opinion on your position and your plans for the future can be extremely useful and our team are ready to help.

After an assessment of your current finances and an understanding of your aims, we work with you to set out clear financial objectives and crate a plan to achieve them. Our process is systematic and bespoke to your needs. With an understanding of your unique requirements, we can provide tailored support. Our team includes experienced financial planners who can recommend the best options for your personal circumstances to reach your financial goals.

Financial planning for every stage of your life

It is never too early or too late to start your financial planning. Regardless of your personal finances or age, establishing clear goals for the future is important. Our complete service allows us to help you work towards specific objectives or key milestones in your life such as retirement. As a result, we can help you prepare for the day you no longer work but also offer continued support with planning after you have retired. This can include investments to create income, protective policies which provide provisions for you and your dependent and tax strategies that help you pass more of your wealth to your beneficiaries.

Clear communication

It is vital to us that you understand your financial plans and the advice we provide. As a result, we ensure that the specialist advice we supply is delivered in clear and easy-to-understand language. We won’t use jargon to explain financial plans or the products we recommend and can always be called on for assistance if there is any area of your plans you are unsure of helping you to make the right decision for your needs.

Are your financial plans still valid?

From changes in your personal circumstances to the ever-shifting economic markets, many factors impact financial plans. As a result, careful monitoring of plans is important to ensure that they are still fit for purpose. Our team of wealth managers have their fingers on the pulse of the market’s daily fluctuations and understand the impact it has on plans. However, they also understand that your plans often need to change in different stages of your life to answer specific requirements like providing adequate income in retirement or assistance with healthcare issues.

Working on behalf of their clients, they actively adjust and adapt financial plans to counter changes and ensure they can still meet their original objective or an entirely new one. As a result, we provide premier peace of mind to those we serve, who can feel assured they are in safe hands.

We also offer a patented second opinion service which is complementary. With you permission we can assess your current financial plans and compare them to your goals. We can then provide our recommendations to keep your plans on course.

Do you need a financial planning service you can depend on?

With over 25 years of experience providing help with financial planning, our team has earned a reputation for excellence and for delivering expert and impartial advice. Our family focused service prides itself on transparency and supplying a personalised service. As a result, you will receive advice which is bespoke to your needs and no hidden fees.

Committed to our clients, we have built lasting relationships providing ongoing financial planning and they have honoured us in return with testimonials speaking highly of our services. For an updated appraisal of your present financial plans, or assistance putting measures in place for the future, reach out to us today at Hartey Wealth Management.