Hartey Wealth Management Ltd

Independent Financial Adviser  Hartey Wealth Management Ltd, Cheshire, Chester, CH4 9QP
First meeting at adviser's own cost
To help individuals realign their investments with the risk they are willing to take.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Right to buy
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Group critical illness
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Tristan Hartey
Managing Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Karl Hartey
Wealth Manager

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Hartey Wealth Management (HWM) specialise in dealing with pensions, investments and IHT planning for high-net worth and ultra-high net worth clients.

Our offices have been designed to provide an element of old world charm, a relaxing and warm environment in which to meet.

Each adviser at HWM has an expertise in a different discipline. This means that all advisers will share their specialist knowledge with one another where required, for your ultimate benefit.

We are able to offer the very best facilities in which to manage money safely and cost effectively. We pass on the benefit of large fund manager discounts to our clients to reduce costs and improve performance through the use of platforms.

Integrity and quality of advice is central to our core values to ensure the client receives the best possible outcomes when dealing with our team of financial planning specialists.

Values
• Professional – doing the right thing
• Caring – taking ownership
• Realistic – managing expectations
• Reliable – always being there

Our services

We provide unbiased, independent financial advice and active investment management to businesses and individuals throughout Shropshire, Mid Wales and Cheshire, with a view to protecting and enhancing their wealth.

Our qualified advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy we have the expertise to provide the answer. We base our business on clear goals and strong leadership and we deliver advice in a professional manner always with our clients’ best interests at heart.

Where to find us
Head office address: Hartey Wealth Management Ltd, Unit 1, Office Village, Hilliards Court, Chester Business Park, Cheshire, Chester, CH4 9QP
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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