Managing Director, Hartey Wealth Management
- Two-time winner of the Young Entrepreneur of the Year Award
Tristan Hartey is the managing director at Hartey Wealth Management Ltd, a financial advice firm based in Chester, Cheshire.
Having completed his financial services training at Applewood Wealth Management and spent just over a year as a director at Wykeham Independent Consultants, Tristan decided to open a new family wealth management business, Hartey Wealth Management, in partnership with his father in 2014. The Hartey Wealth Management team now provides expert advice in all areas of financial planning, including pensions, savings, investments, life insurance and estate planning.
During his time at the helm and operating under the company’s principle of putting clients at the heart of all that they do, Tristan has led the family business through various milestones which has culminated in a host of achievements. These range from establishing the business in the city of Chester, building a strong team which now operates throughout the company and guiding the firm to successful growth.
As an individual, Tristan is a two-time winner of the Young Entrepreneur of The Year and was shortlisted for the Unbiased 2017 awards in the Protection Adviser of the Year, Social Media Adviser of the Year and Responsible Investment Adviser of the Year categories.
Tristan is also the Committee Chair of a team within The Million Dollar Round Table, an exclusive group of the top producing financial advisers across the globe. He was also a keynote speaker at one of the group’s exclusive conferences in 2018.
In June 2020, Hartey appeared on a Leaders Council of Great Britain & Northern Ireland podcast, discussing the importance of leadership and the impact it has had on his career to date.
An international culture speaker
Outside of work, Tristan is a spokesperson and board member for the Charlotte Hartey Foundation; a charity set up in memory of his sister which is focused on helping children by providing local financial resources through gifts to youth clubs, schools and organisations.
The Foundation also funds structured, purposeful projects and ventures in and around Shropshire and Cheshire, giving youths the opportunity of reaching their full potential.
A traveller’s mind
Away from the world of finance, Tristan is a keen traveller and spends most of his spare time exploring new places and cities. He also enjoys hiking and skiing and counts California’s Lake Tahoe as his favourite travel destination.
Tristan also enjoys reading, theatre and cinema, and regularly educates himself on new cultures.
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Charter of Principles
- To treat all colleagues, customers and clients with the utmost courtesy and respect.
- To make every conceivable effort to deal exclusively with organisations and individuals of repute.
- To commit, wherever possible, to making a positive social and environmental impact.
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- To conduct my affairs not just for the benefit of my own organisation but for the benefit of my sector and country at large.
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