Welcome to Hartey Wealth Management


We help our clients create and preserve wealth through effective
financial planning and portfolio management.


PORTFOLIO MANAGEMENT

We will implement a low-cost, ultra efficient portfolio designed to maximise returns while minimising risk. We will continually monitor and rebalance your portfolio.


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 ONE TRANSPARENT FEE

We are NOT BROKERS. We don’t get paid commissions to steer you to specific funds. Instead, we charge a single fee(as a percentage of your account value).


 ONLINE
ACCESS

By becoming a client, you will have online access to a “real time” dashboard which allows you to view all of your accounts.


PORTFOLIO
ANALYSIS

We monitor your holdings and show your fees and comparative performance over time by providing you with regular up-to-date reports.


 PERSONAL
TOUCH

We always provide our clients with personal service whenever they desire. We are a team of highly qualified and experienced professionals.


At Hartey Wealth Management Limited 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.

Our Work is:

“To help retirees and successful business people understand the risks they are taking and to help them realign this with the risk they are willing to take and to protect their downside.”

  1. The ‘Financial Industry’ tells everyone to stay in the market in a downturn, when the professional money has already ‘left the building.’ The conventional wisdom of blindly staying in the market does not take into account your individual time horizon or the fact that the things that have failed are not necessarily the things that will do well moving forward.
  2. Your ‘Personal Time Horizon’ and your exit strategy are more important than stock selection.
  3. We know that clients who move from risk to safety are much happier and confident about their future. Feeling trapped in under performing assets just serves the industry and does not serve you or your peace of mind.
  4. People are at their wealthiest at retirement and so your whole life’s work is at risk. A profit is not a profit until it is taken. Realignment and rebalancing is a vital part of our investment approach.
  5. The categorisation of your attitude to risk is wrong. The ‘Financial Industry’ likes to put you in a box. In reality your attitude to risk will change on a regular basis; dependent on your employment, your earnings, the wider economy and your time horizon.
  6. Our ‘Relationship Based Approach’ can solve these issues, providing you financial peace of mind.

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Our Strategy:

Our strategy is to provide the very best local service and financial guidance to retirees and entrepreneurs.

Hartey Wealth Management provides bespoke independent financial guidance. We are experts in cautious wealth management and retirement transition.

  • We are a local company with a local brand with the capabilities of a national organisation through our network of other professional such as lawyers, accountants and stockbrokers.
  • Our offices have been designed to provide an element of old world charm, a relaxing and warm environment in which to meet.
  • 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.

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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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