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 Client

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.

Call Us:

Chester: 01244 659659
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Oswestry: 01691 654613

Our Offices:

Hilliards Court, Chester Business Park, Chester CH4 9QP
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9-11 Salop Road, Oswestry, Shropshire SY11 2NR