Hartey Wealth Management

Ogólne informacje

We provide advice in three main areas: Financial planning, estate planning, and investment planning. However, each of these areas overlap. We do not believe that investment planning can be successful without first of all having a complete financial plan in place. Estate planning – also known as Inheritance Tax planning – is an important part of effective financial plan. By combining these areas, we can build investment portfolios for you that will help meet your lifetime goals, and with careful estate planning, ensure that your family is well-placed financially after you’ve gone. Additionally, we offer generational planning and therefore encourage you family to view us as your family adviser.