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.
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 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 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.
Awards
WINNER
Best for Investment Portfolio Management 2016 - Shropshire & Cheshire
Regional IFA of the Year UK & Gamechanger of the Year UK - ACQ5 Awards
SHORTLISTED
Best for Client Engagement & Paraplanner of the Year - 2017 Professional Adviser Awards
Protection Adviser of the Year, Social Media Adviser of the Year & Responsible Investment Adviser of the Year - Unbiased Media Awards 2017
Excellence in Customer Service - Financial Innovation Awards
Young Adviser of the Year 2016 - 2016 Unbiased Media awards
Hartey Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
Nothing we say on Linkedin constitutes advice.
Company Details
- Employees
- 9
- Founded
- -
- Address
- Hilliards Court,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- harteywm.co.uk
- Keywords
- Pensions and Retirement Planning, Corporate Pensions, Key Man Insurance and Shareholder Protection, Wealth Management, Inheritance Tax Planning, Financial Planning, Estate Planning, ISAs, Investments, Estate Planning, Life Insurance, Financial Advice.
- HQ
- Chester, Cheshire
Hartey Wealth Management Ltd Questions
Hartey Wealth Management Ltd's website is harteywm.co.uk
Hartey Wealth Management Ltd's LinkedIn profile is https://www.linkedin.com/company/hartey-wealth-management
Hartey Wealth Management Ltd has
9 employees.
View email and phone details for 9
employees at Hartey Wealth Management Ltd.
Hartey Wealth Management Ltd's industry is
Financial Services
Hartey Wealth Management Ltd's top competitors are
Oxbury Bank Plc,
Bni Roman,
Junction 19 Media Limited,
Storeton Rose Financial Planning,
Technology Powered Services,
Sl Investment Management Ltd,
Eden Financial & Wealth Management Ltd,
24/7 Investment Management,
Blackoak Fund,
Eurospecial Express Ltd.
Hartey Wealth Management Ltd's categories are Financial Services
Hartey Wealth Management Ltd's founding year is 2012
