Hartey Wealth Management - Chester

Introduction to Hartey Wealth Management

Hartey Wealth Management, located at Hilliards Court, Business Park, Chester CH4 9QP, stands out as a reliable financial advisor service. With a dedicated phone line 08081685866 and an online presence through their website harteywm.co.uk, they are easily accessible to clients seeking expert financial guidance.

Key Features and Accessibility

The office at Hartey Wealth Management is not just a professional hub but also a place designed with accessibility in mind. It boasts wheelchair-accessible car park, an enterprise that ensures ease of access for everyone. Additionally, the entrance and facilities, including toilets, are fully adapted to accommodate wheelchair users, demonstrating their commitment to inclusivity.

Specialties and Services

Specializing in Financial Advisor services, Hartey Wealth Management offers comprehensive wealth management solutions. Their expertise in monitoring investment portfolios, making necessary adjustments, and maintaining clear communication with clients is highly regarded. This personalized service ensures that clients' financial health is managed with the utmost care and professionalism.

Client Reviews and Opinions

Client reviews paint a glowing picture of Hartey Wealth Management's dedication and expertise. With an impressive average rating of 5/5 based on 22 reviews on Google My Business, clients have consistently praised the company for their professional management of investments. The staff's approachability, knowledge, and regular portfolio reviews are highlighted as standout qualities. This level of satisfaction suggests that clients feel well-supported in their financial journeys, making Hartey Wealth Management a trustworthy choice for wealth management needs.

Recommendation for Potential Clients

For anyone in search of a reliable financial advisor, Hartey Wealth Management is certainly worth considering. Their commitment to excellence, as evidenced by their high client satisfaction ratings, is a compelling reason to reach out. You can explore their services further by visiting their website harteywm.co.uk or contacting them directly via phone. Whether you're looking to manage your investments or plan for your financial future, their professional team is ready to guide you with personalized advice and support. Don't miss the opportunity to experience their exceptional service firsthand by scheduling an appointment or giving them a call.

👍 Reviews of Hartey Wealth Management

Tony H.

5/5

We have worked with Hartey Wealth Management for about 25 years and cannot fault their professional management of our investments. The staff are very approachable, helpful and knowledgeable. They monitor our portfolio on a regular basis, make changes when appropriate and keep us well informed. We can thoroughly recommend them for managing your finances.

Alan W.

5/5

I have been a client at Hartey for many years now. Karl and Tristan are really great guys and they are always on hand to help. Their knowledge of investment and savings is amazing! The team at Hartey are very professional and very polite. I highly recommend this great company. Thank you all for what you do.

Neil M.

5/5

Both myself and other members of my family have been clients of Hartey Wealth Management for many years, and have found Karl and the rest of the team thoroughly professional and courteous in all aspects of their operation. They offer clear, straightforward advice, helping you to steer a safe path through the minefield of financial jargon. Furthermore, their publications and seminars are extremely informative, helping customers make the right decisions on their financial matters, whether that be pensions, inheritance tax, or investments. I certainly have no hesitation in recommending Hartey Wealth Management to anyone seeking help with their financial planning.

David E.

5/5

The overall service that I received from the initial meeting to investing with Hartey exceeded all my expectations.
I find the professionalism of all the staff that I have personally dealt with is second to none.
Communication is honestly first class.
Anyone who's looking to invest with a well established and trusted wealth management company would be wise to seriously consider Hartey.
Amazing team, keep up the great work.

Julia F.

5/5

Tristan at Hartey Wealth Management has been my financial advisor since 2015 and I only wish I had met him sooner! Everyone at Hartey Wealth Management are simply brilliant at what they do. I have and shall continue to recommend them with no hesitation at all.

Robert G.

5/5

I have been a client of Hartey Wealth Management for 3 years. In that time I have been given excellent result driven and personalized advice on my investments and my wife's pension resulting in peace of mind. Through their complimentary seminars ,reports and books I have received a good education and feel financially literate.
The icing on the cake demonstrating I felt valued as a client was when an offer was made for a personalised bear- we ordered one for our new granddaughter. It arrived and was soft to the touch, well made and has gone down a treat with our daughter as it is a keepsake.

Tom

5/5

I met with Tristan to discuss pensions and found him to be incredibly knowledgeable, approachable and friendly. The response times are really quick and I received a full review of all of my finances and insurances, not just the items I had initially asked about. I would not hesitate to recommend his services.

Ian W.

5/5

Thoroughly professional, yet friendly, and offering straightforward advice; thankfully free of jargon. Ongoing service is fantastic, with regular updates including quarterly reports and newsletters. I have no hesitation in recommending Hartey WM to anyone needing sound financial planning and wealth management advice.