Who We Work With

Hartey Wealth Management exclusively partners with high-net-worth individuals, families, and business owners with a minimum net worth of £1 million or more.

Our clients include:

Successful entrepreneurs looking to protect and grow their wealth.

• Retirees and pre-retirees seeking structured financial independence.
• Established professionals wanting strategic investment planning.
• Families and business owners who need tailored succession and estate planning.

In short: if you’ve built significant wealth, we’re here to help you secure, grow, and enjoy it—without unnecessary risk.

What We Do

At Hartey Wealth Management, we are not just financial advisers—we are strategic wealth architects.

✔ Wealth Management & Investment Strategies
Your money should work harder than you do. We create custom investment portfolios designed for long-term growth, stability, and wealth preservation.

• Retirement Planning & Income Strategies
  We build financial roadmaps that ensure you enjoy a comfortable, stress-free retirement, with smart withdrawal strategies, pension structuring, and cashflow forecasting.
• Estate & Inheritance Tax Planning
  We protect your legacy, ensuring your wealth passes to your loved ones efficiently and tax-effectively rather than to the government.
• Business Succession & Exit Strategies
  For business owners, we create succession plans that secure your company’s future, maximise value, and provide tax-efficient exit strategies.
• Philanthropy & Charitable Giving
  Want to leave a lasting impact? We structure charitable giving strategies that benefit both you and the causes you care about, ensuring maximum financial efficiency.
• Bespoke Financial Planning
  Every financial decision you make should align with your goals, values, and future aspirations. We provide ongoing, personalized financial guidance to ensure that happens.

Why Choose Hartey Wealth Management?

Exclusive, High-Touch Service

We limit the number of clients we take on, ensuring that every individual receives highly personalized, white-glove service from our expert team.

Proven Track Record of Success

For over three decades, we’ve helped high-net-worth individuals navigate complex financial landscapes, securing their futures with confidence.

Industry Recognition & Accreditation

As one of the UK’s elite wealth management firms, we are ISO 22222 & BS certified, reflecting our commitment to excellence, ethics, and professional standards.

Clarity, Transparency & Trust

No confusing jargon. No cookie-cutter solutions. Just clear, honest advice and a strategic financial plan tailored to you.

More Than Just Wealth – It’s About Freedom

Money should enhance your life, not complicate it. We help you take control of your wealth, so you can focus on what truly matters—family, travel, experiences, and living on your own terms.

The First Step to a Secure Financial Future

Your wealth deserves expert guidance. Whether you’re looking to protect your assets, plan for retirement, or create a lasting legacy, Hartey Wealth Management is here to help.

Let’s start the conversation.
Visit our website: Hartey Wealth Management.
Contact us today to discuss your bespoke financial strategy.

At Hartey Wealth Management, we don’t just manage wealth. We elevate lives.