Hartey Wealth Management Ltd, 9-11 Salop Road, Shropshire, Oswestry, SY11 2NR
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.
• Professional – doing the right thing
• Caring – taking ownership
• Realistic – managing expectations
• Reliable – always being there
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for the business you are transacting.
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