Hartey Wealth Management Ltd

Independent Financial Adviser Hartey Wealth Management Ltd, 9-11 Salop Road, Shropshire, Oswestry, SY11 2NR
FCA verified
17th December 2018
To help individuals realign their investments with the risk they are willing to take.
We can advise you on
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Remortgage
    • Residential
    • Right to buy
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • School fees planning
    • Estate planning
    • Income tax
Meet our advisers
adviser-person
Tristan Hartey
Managing Director
adviser-person
Karl Hartey
Wealth Manager
Where to find us

Hartey Wealth Management Ltd, 9-11 Salop Road, Shropshire, Oswestry, SY11 2NR

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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