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 [...]

Things to consider when planning your retirement

By | 10.2017|Retirement Planning|

Making sure you have enough money in retirement to enable you to spend your time the way you want to, doing those things you always intended to do, is likely to be at the heart of planning for your retirement. DON’T KNOW WHERE TO START We are all living longer, the State Pension Age is increasing and pensions legislation [...]

Are you prepared?

By | 05.2016|Critical Illness Cover|


We never think a critical illness is going to happen to us, especially when we feel fit and healthy, but it can and does. If the worst does happen, it is important to make sure you are financially protected against the impact a critical illness could have on you and your family.

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So, you’ve heard about our Second Opinion Service, but what is it?

By | 04.2016|Second Opinion Service|


This blog helps to explain the rationale of launching the Second Opinion Service and the idea behind it, but if you’re in a rush and a brief round-up will do, just take a look at our simple two-minute chalkboard animation which explains what our Second Opinion Service covers

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Your Tax Year End Checklist

By | 03.2016|Tax Planning|


The Autumn Budget Announcement saw a huge change in the personal savings landscape and definitely increased the need for individuals to take a rain check on their finances, making more time to explore the tax-saving and investment opportunities that have been provided.


With the end of year tax deadline looming, there’s no time to waste when it comes to reviewing your finances, which is why we have pulled together a checklist of the most important things you should consider doing before the end of the tax year.

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