Welcome to Hartey Wealth Management
We help our clients create and preserve wealth through effective
financial planning and portfolio management.
We provide clear independent financial advice and active investment management to businesses and personal clients throughout Shropshire, Mid Wales and Cheshire.
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.
If you’re investments are held on the Nucleus platform, please click the image above to head over to their account log in page.
Want a second opinion on how your investments are faring? Head over to our Second Opinion Service page to see how we can help.
Head on over to our Financial Guides section. There’s information on everything from Pensions and Inheritance Tax to Investments and Estate Planning.
If you would like to discuss how we can help you, please call us on Freephone: 0808 168 5866
Keeping you informed and abreast of the days trading.