The Second Opinion Service

This original concept is designed to help with the management of your financial affairs.

ABOUT

The Second Opinion Service

As independent and impartial advisors, Hartey Wealth Management have introduced the truly original concept of “The Second Opinion Service” to help with the management of your financial affairs.

“The Second Opinion Service” allows us to take a new and unhindered view of your assets, offering you the opportunity to obtain an in-depth analysis of the inner workings and mechanisms of how your financial affairs are currently managed.

We’ll start by examining your original investment mandate to establish if your current investment manager has adhered to the original plan and brief. From there we progress to looking at the original risk profile and substantiate this using our own approach.

Special Planning

Our Services

Investments

Are your investments up to scratch?

Given the recent market fluctuations it’s more important than ever to ensure you have sturdy and diverse investment portfolio in place – is yours?

LEARN MORE

Retirement Planning

Are you ready for retirement?

With evidence of the nation living longer, we’d recommend starting to consider your retirement options outside of the state provision sooner rather than later.

LEARN MORE

Inheritance Tax Planning

What’s your tax bill?

Working out IHT bills is complex and some in depth calculations are required to work out your potential liability in order to best mitigate any potential tax bill upon your death.

LEARN MORE

Protection

Are you covered?

There are various products around to cover mortgage repayments in the event of death, suffering a defined critical illness or being unable to work due to ill-health.

LEARN MORE

GET IN TOUCH

Looking for a second opinion on your portfolio?

If you have any questions or queries about your existing investments, pensions or even plans, we're here to help.

Please leave your details below and we'll be in touch to organise your Second Opinion Consultation.

Everyone Deserves

The Ultra Wealthy Treatment

Using a structured process we will assess suitability, performance, management and reporting of your financial affairs and will suggest improvements, cost savings and alternative solutions when, and if, appropriate.

Our Charge Comparison service ensures you’re getting value for money from your adviser and aren’t overspending on fees meaning more for your money pot at the end.#

Find out more

There are a number of process we use to establish a client’s risk profile to ensure their investments are at the right level of risk for them.

Find out more

Do you really know where your money is invested? Unsurprisingly, many of prospective clients come to us under the illusion that their portfolios are set up with funds…

Find out more

Our 24/7 model portfolio solution help to improve performance and reduce risk and can be incorporated with all types of investments.

Find out more

Would you like to be part of our Wealth Management Programme?

If you choose to become a client then you’ll automatically be upgraded to this premium service.

Find out more

our client

Testimonials

Dealing with Tristan is always simple, precise and clear. He knows exactly to what depth and level of information I require. I would certainly recommend Hartey Wealth Management to friends and colleagues.

Mr Paton

I am impressed by the professional service I have been given together with a full explanation as to how my investment will be managed against a valid risk profile together with ongoing support and charging arrangements.

Mrs Butler-Coles

We trust Hartey's completely. They listen to the needs of the clients, offer clear unbiased advice and have managed our monetary assets to excellent effect. Their monitoring of our assets is regular and their communication is excellent.

Mr & Mrs Hayes

We've been with Hartey's for many years. They're easy to communicate with and they explain things in a language that we understand. I am more than happy with their service and would be more than happy to recommend them to others.

Mr & Mrs Morris

We trust Hartey's advice and ability to look after investments and are very informative regarding the same. They are always willing to respond to questions relating to our investments. Overall, we are very satisfied with the Hartey Wealth Management.

Mr Griffiths

Over the many years that we have entrusted our financial affairs to Hartey Wealth Management the results of their regular face-to-face reviews and portfolio reports have given us complete confidence that our investments are in safe and competent hands.

Mr Gardiner

We have no hesitation in recommending Hartey Wealth Management's services to anyone who wants to be as up to date with all aspects of financial matters. They keep themselves fully informed and are always willing to share their knowledge.

Mr Jones

I have always received informative and clear advice. If you are not clear on something, time is taken to fully explain in a language that you are able to understand. The administration side of things is also very efficient.