For many business owners it can be impossible to fully separate their business and personal affairs. Often your business is the main asset within your personal estate and the main source of income for you and your family. Business owners have particular demands and circumstances and their will and estate planning needs to take this [...]
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 [...]
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 [...]
When looking into investing it is crucial to know your tolerance to risk. That way you can ensure your investments are put into the risk portfolio right for you. Here we discuss the steps you should consider when deciding your risk appetite.
This post gives a short insight into Tristan's background, how he came into the Financial Advice business and even offers a little more information about his hobbies outside of the business.
Despite the somewhat miserable weather, the number of runners and cyclists on my route to work appears to be on its annual upturn.
My own good intentions are easily swayed by the biscuit tin, which is why fitness gurus always focus on the importance of discipline and a long-term approach. Fad diets and gym memberships that don’t last the month won’t improve the quality of your health, in fact they can leave you worse off.
Though arguably less strenuous, the same is true of getting your long-term investments in shape. What follows is the Hartey Five Step Programme for Investment Fitness.
This morning it has been announced that Great Britain is set to leave the EU despite an exceptionally tight vote, but the question everyone is now asking is what next?
Of course, we can only speculate at the moment, but here is round up of how the results could affect the financial market.
Have you ever driven several miles out of your way to save a penny on a litre of petrol? Do you collect vouchers or enrol in loyalty schemes to save a few pounds on grocery items? Did you complain when the Government added another penny in tax on a pint of beer? Well, how about the cost of your investments?
Following the success of our first Bodelwyddan Castle Investment Seminar, we’ve been asked to host an additional seminar in the North Wales area. So we've done just that and added an extra date to our Spring Seminar calendar.