Wealth & Finance International - Wealth & Money Management Awards 2016

www.wealthandfinance-intl.com 39 Hartey Wealth Management Limited Best for Investment Portfolio Management - Shropshire & Cheshire Hartey Wealth Management Limited is a financial services provider specialising in supporting high net worth clients. We spoke to Karl Hartey, Chairman, who provides us with an insight into the firm and its approach to client service. Company: Hartey Wealth Management Limited Website: http://www.harteywm.co.uk/ Hartey Wealth Management offers a wide range of services, with a focus on retirement and estate planning. Additionally, the firm also supports commercial clients, providing investment portfolios tailored to meet their needs, as well as directorship and loan protection solutions. Karl explains what sets his firm apart and marks it out as the best possible option for his select clientele. “Our firm’s philosophy is that the client always comes first, and as such we aim to support them throughout every stage of the investment pro- cess. We want to wow them at every opportunity to showcase our talent and make them feel supported, but ultimately we want to reinforce the trust so that they can believe that we will invest their money wisely.” To ensure that investment portfolios are tailored to individual clients’ interests, the firm offers investment presentations which they can attend, which provide an insight into the firm’s investment options. Once clients have decided to work with Hartey Wealth Management, a pre-meeting workbook is provided so that clients can pass over their details and their views on their investments. By the time the client talks to the advisor they already understand a great deal about them, and this allows for clearer communication and greater support at the early stages of the process. Looking to the future, Karl was optimistic about the firm’s fortunes and excited about its growth plans. “Growth is a key focus for our firm going forward, although we are keen to conduct this organically so that we can maintain the level of service which we pride ourselves on. We believe that supporting a limited num- ber of clients ensures that they receive the individual attention that they deserve, and as such we are looking to raise the minimum investment in our portfolios rather than increase our client base. This strategy will provide us with a number of opportunities which we look forward to taking advantage of.” WM16037