The Wealth Management Programme
WHAT IS IT?
Once we’ve taken you on the journey of our Second Opinion Service you’ll either choose to become a client of
Hartey Wealth Management or you’ll choose to keep your portfolio as it is.
Should you become a client of
Hartey Wealth Management you’ll automatically become a member of our Wealth Management Programme.
WHAT DOES THIS MEAN FOR
You and Your Investments?
We’ll rebalance your investments on a quarterly basis
We’ll send you half yearly statements
We’ll offer you a face-to-face review meeting
We complete regular risk assessments
We put money labels on all funds
We do a charge comparison
on all funds
THE STEPS TO
Becoming A C
would you like to
Become a member of our Wealth Management Programme?
Contact Us Now
If you'd like us to get in touch with you all you need to do is head over to our Contact Us page and complete the form.
If you'd rather not wait, there are a number of ways for you to get in touch with us directly.
Chester: 01244 659659
Oswestry: 01691 654613
Hilliards Court, Chester Business Park, Chester CH4 9QP
9-11 Salop Road, Oswestry, Shropshire SY11 2NR