Welcome to Hartey Wealth Management

We pride ourselves on creating, preserving and accumulating wealth through effective, innovative financial planning and portfolio management.

Hartey Wealth Management Limited provides clear independent financial advice and active investment management to businesses, professionals and personal clients throughout Shropshire and Cheshire.

Based in Shropshire, we provide impartial, unbiased and objective financial advice, with a view managing and preserving our client’s wealth.

Our qualified team specialise in estate planning and investment advice. Additionally, we focus upon retirement advice and preserving and increasing your wealth after retirement.

We base our business on clear goals and strong leadership. We believe that working with us to provide your financial journey is the best thing you will ever choose to do. We deliver advice in a professional manner always with our clients’ best interests at heart. We are a boutique firm that places great emphasis upon getting to know our clients and forging a strong, trusting relationship.

We take a risk based approach to wealth management. Through our risk questionnaires and discussions with our wealth manager we will agree together the level of risk that you feel comfortable with.

Our service is all about helping you with professional advice to create, build and protect your wealth and minimise your tax liability in a wealth preservation plan which we will develop and monitor over a long-term, on-going relationship.

Contact us today

To find out more about us and what we do, contact us today on 01691 654613 for a complimentary meeting.

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