Investment Specialists

Give your money chance to grow

Give your money chance to grow in value. Expert investment guidance could help you to make better financial decisions. What’s more, a trusted financial adviser could help to increase your confidence and ensure you feel supported. Not only that, investment advice could help to save your time, reduce complexities and – perhaps most importantly – take action. If those benefits are of interest, you’re in the right place. We’ve been managing and constructing investment portfolios for many years. Now that you’re here, why not read on to see how investment advisory could work for you?
Investment Specialists

Trusted investment advisers

Individuals, companies and trusts engage with our investment advisers for a reason. Whether you’re investing for income, growth, or both, there are many factors to consider to make the right investments. With so many investment options to consider, tailored investment guidance can be invaluable in helping you to attain your personal objectives.

As independent financial advisers, we always work on the basis that each of our client’s investment portfolios are tailored to individual objectives and requirements, including suitability, cost and taste. Therefore, if we think an option would be more effective, given the circumstances, we are always happy to say so.

Make investment decisions with expert advice

Our tailored investment advisory services are designed for those of you who want to manage your own money, whilst being backed by the support of a professional investment adviser. Your adviser will recommend an investment portfolio tailored to your individual objectives and requirements, including suitability, cost and taste.

Our investment advisers help with:

Understanding – taking the time to understand your current position, evaluating and adapting your existing arrangements.
Objectives – establishing your financial objectives, tolerance to risk and required liquidity.
Planning – producing a bespoke financial plan.
Risk profiling – establishing a suitable asset allocation, to match your attitude towards investment risk.
Tax efficiency – identifying the most tax efficient wrappers and construct a suitable investment portfolio.
Reporting – presenting your written financial report.
New arrangements – establishing any new arrangements and processing documentation.
Monitoring – and evaluation of original investment funds.
Portfolio re-balancing – to a core asset allocation quarterly.

A proactive approach informed by research and analysis

Given the fluctuations of the economic markets, it’s more important than ever to ensure you have a sturdy and diverse investment portfolio. We believe that the most sensible approach to successful investing is to maintain a good balance between risk and return. With that in mind, our advisers are on-hand to help you understand how you can balance your investments.Investment performance is largely determined by the types of assets in which the portfolio is invested. Asset diversification is a key strategy to spread risk. Our investment advisers typically guide our clients in the following investment asset classes:
Alternative funds
There are many alternative fund options available to investors, from private equity, hedge funds and infrastructure, to managed funds, real estate, absolute return and derivatives contracts. Alternative investments can be an ideal option to diversify your financial portfolio. With risk and return profiles varying greatly in this asset class, the expert advice of an investment specialist can prove invaluable.
Commodity funds
Due to their volatility, commodity funds are considered a higher-risk investment. Typically, the funds track the underlying price of various commodities and natural resources. With access to commodity funds typically obtained indirectly, via managed funds or exchange traded products, the support of a professional investment adviser may be required to invest in commodities.
Ethical investments
Ethical investments present a great option to meet your financial objectives, whilst simultaneously taking into consideration social, environmental, ethical and corporate governance factors. An expert investment adviser could help you to invest ethically whilst also making money.
Cash investments

Cash investments typically present a low-risk option, with only a small risk of losing all your money.  An experienced investment adviser could help you to make tactical cash and money market fund investments, to reduce risk, and potentially create a more cautious and balanced investment portfolio.

Commercial property
Property funds invest in a portfolio of properties, offering many of the benefits that other ‘collective investments’ provide. A specialist investment adviser could guide you on whether a direct property fund investment or indirect property fund investment may be the better option for you. Expert advice could also ensure the investment provides the double benefit of a good source of income, whilst adding an extra layer of diversification to your portfolio.
hartey wealth management chester and oswestry
Call the experts on 0808 168 5866
If you’re interested in finding out more about investment advisory, our friendly team of investment advisers are ready to help. Call 0808 168 5866 or click to contact an investment expert today

Latest news and articles

Piggy Bank Glass

A tale of two fund sectors

The Global sector is the largest fund sector, according to the Investment Association, but it might not be quite as global as you think. * To 17/10/2023 Source: Trustnet. The

Read More »

Interested in a second opinion on your investment portfolio?

If you have any questions about your investments, pensions or plans, contact us today. To learn more about The Second Opinion Service, visit the service’s dedicated website.