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.
