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.



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.


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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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