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. We provide impartial, unbiased financial advice, with a view to protecting and enhancing our clients’ 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. We deliver advice in a professional manner always with our clients’ best interests at heart.

Financial Guides

Head on over to our Financial Guides section. You’ll find a whole host of resources covering everything from Pensions and Inheritance Tax to Investments and Estate Planning. What are you waiting for?

This short, two-minute video offers a quick glance at what we do and shares how we work with our clients. For more details on our advice and services take a scroll through the rest of our website.

If you’re not sure how your investments are fairing and would like a ‘Second Opinion’ you’ve come to the right place! This video explains how our ‘Second Opinion Service’ works and how you can benefit from it.

Contact us today

If you would like to discuss how we can help you, please call us on Freephone: 0808 168 5866

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