by Webmaster, 1st November 2022
In these challenging times, it’s important to use a reputable financial adviser who uses a flexible and highly diverse approach
Hartey Wealth Management is a fully independent financial adviser based in Cheshire and Shropshire, currently employing 15 members of staff. Our strategy is to provide the very best local service and financial guidance. We help clients create and preserve wealth through effective financial planning and portfolio management. We feel that it is imperative to keep an eye on the markets, as changes happen so frequently. We believe in a high level of diversification.
When a client comes to us, we assess where the dangers are within their portfolio and reduce the risk factor by producing a more diverse and structured portfolio tailored to their personal attitude to risk.
We believe that there has been a disconnect between fund managers and advisers and their clients for far too long. Our investment ethos is simple. By implementing a rigorous investment discipline and a high level of diversification while keeping an ever-watchful eye on asset allocation, we have the opportunity to protect and grow the client's wealth.
Karl and Tristan Hartey hold the ISO22222 Personal Financial Planning accreditation, along with the business holding the BS8577 Standards International accreditation, being one of only a small number of financial planning firms to currently hold this accreditation.
We are problem solvers.
We reduce complexity to simplicity.
We provide a brighter future.
We hold ourselves accountable and review and guide.
We deliver with honesty and transparency.
The above was provided by Hartey Wealth Management Limited. Registered office: Hilliards Court, Chester Business Park, Chester, CH4 9QP. Tel: 0808 168 5866. www.harteywm.co.uk Hartey Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority