Expert investment guidance for a brighter financial future
At Hartey Wealth Management, we pride ourselves on our commitment to delivering exceptional financial guidance and wealth management services to our clients. With over 25 years of experience, our team of expert advisers are dedicated to providing impartial and independent advice, free from commissions and hidden costs.
Our vision is to offer a client-first approach, tailored to meet the unique needs and goals of each individual. We believe that financial planning and wealth management should be a collaborative process, where our clients are at the heart of every decision. Our team takes the time to understand your financial objectives, risk tolerance, and personal values, before providing bespoke advice and solutions that are in your best interests.
Our Services
We offer a comprehensive range of financial advisory services, designed to help you create and preserve wealth. Our expertise spans financial planning, inheritance tax planning, retirement planning, investments, protection, and portfolio management. Whether you're seeking guidance on wealth protection, inheritance tax, or investment planning, our team of experts are here to provide tailored advice and support.
Our services include:
- Financial Planning: We help you establish clear objectives for your money and provide expert guidance to make informed decisions.
- Inheritance Tax Planning: We provide investment strategies designed to generate or increase wealth in a tax-efficient way.
- Retirement Planning: We help you plan for a secure financial future, ensuring you can enjoy the retirement you deserve.
- Investments: We create resilient and diverse portfolios, protecting against fluctuating economic markets.
- Protection: We provide guidance on protecting your wealth and loved ones from unforeseen events.
- Portfolio Management: We offer ongoing portfolio management, ensuring your investments remain aligned with your goals and risk tolerance.
- Second Opinion Service: We provide an unbiased review of your investments, pensions, and finances, giving you greater insight and understanding of your financial situation.
Why Choose Us
At Hartey Wealth Management, we're committed to delivering exceptional service and expertise. Our team is dedicated to building lifelong relationships with our clients, many of whom are happy to speak on our behalf. We're proud of our highly-rated reputation and strive to maintain the highest standards of excellence in everything we do.
Summary of Customer Reviews
Hartey has received overwhelmingly positive feedback from its clients, with all reviewers rating the service as 5 stars. The key aspects praised by the customers include the professionalism, friendliness, and regular market updates provided by the company.
Positive Feedback
Carol Davies highlighted the "very professional & friendly service" and the fact that she was "regularly kept up to date on the current market." Carl Peacock mentioned being "very happy with their services" after being with them for 4 years. R. Gee, along with his wife, expressed their satisfaction with the "organisation, clarity, and friendliness" of Hartey, stating that they now feel "in good hands" with their financial matters.
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