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Hartey Wealth Management

harteywm.co.uk Layer unknown

Hartey Wealth Management is an FCA-authorised independent financial advice and portfolio management firm based in Chester and Oswestry. It provides financial planning, inheritance tax and retirement planning, and active portfolio management for clients.

Hartey Wealth Management is an asset manager headquartered in Chester, United Kingdom.

“To help retirees 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.”

— Hartey Wealth Management, own website
Layer
Layer unknown
Type
Asset manager
Stage
Not stated
Headquarters
Chester, United Kingdom

Team, as Hartey Wealth Management publishes it

  • Karl Hartey Chairman
  • Tristan Hartey Managing Director BA (Hons) DipFA
  • Will McBride Director & Senior Technical Consultant
  • Gill Cowling Operations Manager
  • Daniel Claydon Client Manager
  • Michele Pointer Client Services Administrator
  • Lou Kinnair Client Services Administrator
  • Sean Butters Head Paraplanner
  • Natalie Evans Trainee Paraplanner
  • Kirsty Atkinson Client Portfolio Reviewer
  • Louise Cowling Client Portfolio Reviewer

Names and roles exactly as listed on harteywm.co.uk. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Hartey Wealth Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 19765 · added 2026-10-27 · link last verified 2026-10-27 · confidence medium

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