Welcome to Hartey Wealth Management


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


Karl and Tristan HarteyAt Hartey Wealth Management Limited we provide clear independent financial advice and active investment management to businesses, professionals and personal clients throughout Shropshire, Mid Wales and Cheshire.

We provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our clients’ wealth and sense of well-being.

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 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 take a modern approach to financial planning and investment management whilst maintaining old fashioned values. We offer some of the most experienced, able and highly-regarded professionals working in financial services today.

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.



Our Purpose

“To help retires 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 Frame’ and your exit strategy are more important than stock selection.
    You need to take a step back and see the bigger picture in order to move three steps forward.
  3. We know that clients who move from risk to safety are much happier and confident about their future.
    Feeling trapped in underperforming 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 w hole life’s work is at risk.
    A profit is not a profit until it is taken. Realignment is a vital part of our work.
  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 and the wider economy.
  6. Only a ‘Relationship Based Approach’ can solve these issues.

We know our clients because we take the time to build long term relationships. This process ensures continuity and greater confidence in reaching the desired outcome.

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.

  • 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.
  • We have alliances with other professional firms to provide economies of scale and to make suitable introductions when required.
  • We are a local company with a local brand but with the capabilities of a national organisation.

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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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