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.

Second Opinion Service

Want a second opinion on how your investments are faring? Take a look at our Second Opinion Service…

Financial Guides

Head on over to our Financial Guides section. There’s information on everything from Pensions and Inheritance Tax to Investments and Estate Planning.

This short video offers a brief explanation of what we do here at Hartey Wealth Management and shares the opinions of some of our most valued clients. Why not take a look and see whether we might be the right match for you?

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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