UK Enterprise 2017

WORLDWIDE BUSINESS REVIEW / UK Enterprise Awards 2017 47 , Best Family-Owned Wealth Management Firm 2017 & Young Entrepreneur of the Year 2017 HarteyWealthManagement offers awide range of services, specialising in retirement and estate planning.We invited TristanHartey to talk us through the firmand the services it offers. Hartey Wealth Management provides a vast array of services in the wealth management space, supporting a range of clients including commercial clients, providing investment portfolios tailored to meet their needs, as well as directorship and protection solutions. Managing Director, Tristan Hartey explains what makes his firm stand out from the crowd. “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 isn’t a decision to be taken lightly so it’s important we’re on hand to offer a professional, clear and tailored service. We want to wow them at every opportunity to showcase our talent and make them feel supported, but ultimately we want to reinforce the trust so that they can believe that we will invest their money wisely and ethically. WUK17036 “Additionally, we do not just work with anyone, we choose our clients, just like they choose us. If we know from the outset that a relationship isn’t going to work we don’t force it – we like to build trusting and respectful relationships with a select client base.” Staff are of vital importance to the firm as they seek to provide clients with the very highest standards of service, as Tristan explains. “To ensure the team are all fully equipped to provide the best possible service to our clients we have firm processes in place and everyone is trained to work with each other as well as speak to our clients in a professional manner. Our internal culture is to ensure 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. What is more, staff fulfilment is key, as we’re firm believers that a happy team are a productive and thriving team.” Optimistic about the firm’s future and eager to share his thoughts on winning the awards Tristan concludes by explaining how the firm will continue to grow and flourish over the months and years to come. “Winning these awards is a huge achievement, and although I know our team work hard to provide our clients with a first class service, it’s great to see that it is being noticed elsewhere too. Growth is a key focus for our firm going forward, although we are keen to conduct this organically so that we can maintain the level of service which we pride ourselves on. We believe that supporting a limited number of clients ensures that they receive the individual attention 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 Contact: Tristan Hartey Contact Email: [email protected] Address: Hilliards Court, Chester Business Park, Chester, CH4 9QP, UK Phone: 0808 1685866