2018 Corporate Excellence Awards Supplement

64 CORPORATE VISION / Corporate Excellence Awards 2018 CORPORATE VISION / March 2018 31 , HarteyWealthManagement Limited is a well-established, family-run financial advice and wealthmanagement firm supporting a wide range of clients. We invited Chairman, Karl Hartey to tell us more about the firm, whichwas recently awarded Leading Expert inWealth Management 2018 - United Kingdom in our prestigious Corporate Excellence Awards. At the Hart of WealthManagement Established in 2014, Hartey Wealth Management provides clear independent financial advice and active investment management to businesses, professionals and personal clients throughout Shropshire and Cheshire. Drawing on the vast expertise of its team, Hartey Wealth Management offers a wide range of services to high-net worth clients, specialising in investment advice, wealth management, retirement and estate planning. Additionally, the firm also supports commercial clients, providing investment portfolios tailored to meet their needs, as well as directorship and protection solutions. Karl explains that the firm collaborates with clients, rather than simply serving them, to ensure that they provide the solutions that meet the client’s individual requirements. “Here at Hartey Wealth Management, we are selective about who we work with, and choose our clients just like they choose us. If we know from the outset that a relationship is not going to be successful then we do not try to force it, because we like to build trusting and respectful relationships with a select client base. “To ensure that investment portfolios are tailored to individual clients’ interests, we offer investment presentations which provide an insight into the firm’s investment options. Once clients have decided to work with us, they are asked to provide further details of their investments and their views on how they are working. By receiving this information before the clients initial meeting, the adviser can already understand a great deal about the client, allowing for clearer communication and greater support in the early stages of the process. From this information our specialist research team analyses our client’s current portfolios using the best, worst and change approach.” This client focus is central to the firm’s service offering, and as such it is incorporated into its mission, as Karl highlights. “As part of our commitment to our clients, our firm’s philosophy is that the client always comes first, and as such we aim to support them throughout every stage of the investment process. Getting financial advice is not a decision to be taken lightly, and as such it is important we are on hand to offer a professional, clear and tailored service. We take the time to break down complex problems and simplify them for our clients which then enables them to make the best decisions and take the correct action for them, ensuring that they feel knowledgeable and supported throughout the process.” Providing clients with this exceptional level of service would not be possible without dedicated and professional staff. As such, Karl is eager to emphasise how Hartey Wealth Management works to instil an internal culture which revolves around collaboration and support. “Internally, our culture is dedicated to ensuring that the team all work together in solidarity which is why we hold weekly team meetings and take time out to partake in quarterly team building sessions. We believe that staff fulfilment is key, as we are firm believers that a happy team are a productive and thriving team. Also, we ensure that our staff are educated in each area of their expertise and if they request or require any further education then we are prepared to send them on relevant courses to do so. We monitor our services on a monthly basis to figure out what isn’t working and how it needs changing and implement these changes as soon as they become apparent.” In his concluding comments Karl outlines how his firm will be seeking to expand and build upon its current success, whilst at the same time remaining 1803CV18 committed to offering the quality of service that its clients deserve. “To continue providing our clients with the exceptional support and service that we have come to pride ourselves on, growth is a key focus for Hartey Wealth Management firm going forward, although we are keen to conduct this organically so that we can maintain the level of service which our clients have come to rely on. We believe that supporting a limited number of clients ensures that they receive the individual attention that they deserve, and as such we are looking to raise the minimum investment in our portfolios rather than increase our client base. This strategy will provide us with a number of opportunities which we look forward to taking advantage of.” Company: Hartey Wealth Management Ltd Contact: Charlotte Hampson Address: 9-11 Salop Road, Oswestry, SY11 2NR, UK Phone: 01691 654613 Website: www.harteywm.co.uk

http://crowdlending.sccf.ch/ http://www.adrianashton.co.uk/ http://www.harteywm.co.uk/ http://www.lcfadvogados.com/ http://www.quanlaw.com/ http://www.sccf.ch/ http://www.yuasa-hara.co.jp/