Wealth & Money Management Awards 2018

2018 Wealth & Money Managaement Awards 13 Company: Acuity Management Limited Contact: Tracy Sawyerr Tel: + 44 (0) 203 6033722 Web Address: www.acuityag.com WM180014 they are working. By receiving this information before the client’s initial meeting, the adviser can already understand a great deal about the client, allowing for clearer communication and greater support in the early stages of the process. From this information, the company’s specialist research team analyses the client’s current portfolios using the best, worst and change approach. This unique, client focused approach revolves around having a strong team. As such, internally, the firm’s culture is dedicated to ensuring that the team all work together in solidarity, which is why they hold weekly team meetings and take time out to partake in quarterly team building sessions. Hartey Wealth Management believe that staff fulfilment is key, and are firm believers that a happy team is a productive and thriving team. Owing to this success, Hartey Wealth Management have spent the past three years building its marketing and brand strategies to further enhance this. By sowing the seeds, the team can then spend the next few years harvesting the crop due to greater brand recognition, improved team skills and a greater reputation locally. Financial Planning Firm of the Year 2018 – England & Award for Excellence in Inheritance Tax Planning - England Hartey Wealth Management Limited provides clear independent financial advice and active investment management to businesses, professionals and personal clients throughout Shropshire and Cheshire. We profile the firm to gain an insight into the services it provides and the secrets behind its success. Company: Hartey Wealth Management Ltd Address: 9-11 Salop Road, Oswestry, Shropshire, SY11 2NR, UK Phone: 0 1691 654613 Web Address: www.harteywm.co.uk Since its inception in 2014, Hartey Wealth Management has flourished thanks to its exceptional client service and experienced team. The firm offers a wealth management service that provides four reviews per annum, including its trademarked processes: risk ladder, model portfolios, charge comparison and money label. Being selective about their clients ensures that the firm’s team is able to offer them the very highest standard of service and support. This innovative approach ensures that the team is able to build trusting and respectful relationships with its select client base. To ensure that investment portfolios are tailored to individual clients’ interests, Hartey Wealth Management offer investment presentations which provide an insight into the firm’s investment options. Once clients have decided to work with the company, they are asked to provide further details of their investments and their views on how