Finance Compass

Hartey Wealth Management Ltd - Oswestry

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 9-11 Salop Rd, Oswestry SY11 2NR, United Kingdom.
Phone: 1691654613.
Website: harteywm.co.uk
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4.2/5.

📌 Location of Hartey Wealth Management Ltd

Hartey Wealth Management Ltd 9-11 Salop Rd, Oswestry SY11 2NR, United Kingdom
☎️1691654613

⏰ Open Hours of Hartey Wealth Management Ltd

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

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Hartey Wealth Management Ltd

Hartey Wealth Management Ltd is a leading financial consultancy firm located at 9-11 Salop Rd, Oswestry SY11 2NR, United Kingdom. The company specializes in providing expert financial advice and guidance to clients seeking to manage their wealth and secure their financial future.

Specialties

  • Financial consultant

With years of experience in the industry, the experts at Hartey Wealth Management Ltd offer personalized solutions tailored to each client's unique financial situation. Their dedication to understanding their clients' needs and goals is evident in the comprehensive services they provide.

Accessibility

  • Wheelchair-accessible car park
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended

To ensure a personalized experience, it is recommended to schedule an appointment before visiting the office. This allows the team to dedicate their full attention to addressing your specific financial concerns.

Client Reviews

Hartey Wealth Management Ltd has received positive feedback from its clients, with an average rating of 4.2 out of 5 stars based on 5 reviews on Google My Business. Many clients appreciate the time and effort the team puts into understanding their unique financial situations and providing tailored advice. One client, for example, praised Karl for generously dedicating two hours to discussing their position and goals, offering valuable advice that helped them avoid costly mistakes. The company's commitment to fostering long-term relationships with their clients is evident in their open-door policy, encouraging clients to return when they are ready for further assistance.

Contact Information

For more information or to schedule an appointment, please contact Hartey Wealth Management Ltd at 1691654613 or visit their website at harteywm.co.uk. Whether you are looking to invest, plan for retirement, or simply seek guidance on managing your financial future, the team at Hartey Wealth Management Ltd is dedicated to helping you achieve your goals.

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👍 Reviews of Hartey Wealth Management Ltd

Hartey Wealth Management Ltd - Oswestry
Nigel C.
5/5

Great service, I assumed the free initial chat would have been a short sales pitch with a small amount of content. I was very wrong I was. Karl generously gave us 2 hours of his time got to understand what our position was an what we were looking for. In those two hours the advice he gave us will help avoid some very costly mistakes. At the end no expectation of a follow-up or a hard sell conversation, just an open door to come back when ready, which I will do. Thanks for the great service and great advice.

Hartey Wealth Management Ltd - Oswestry
Andrew M.
5/5

I was introduced to Tristan and the team at Hartey Wealth Management about 8 years ago, and after having a personal unbiased review I moved my pension accross to them. Tristans knowledge of the pension and financial market is very impressive giving me peace of mind in knowing my pension is working as hard as possible for my retirement.
If you want peace of mind without a pushy sales team, then I totally recommend Hartey Wealth Management.

Hartey Wealth Management Ltd - Oswestry
CARL P.
5/5

Been with them for 4 years and very happy with their services.

Hartey Wealth Management Ltd - Oswestry
Carol D.
5/5

Very professional & friendly service - regularly kept up to date on the current market

Hartey Wealth Management Ltd - Oswestry
Gareth
1/5

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