In August 2020, Hartey Wealth Management was awarded two financial accreditations for the second year running that establishes them in the top tier of firms able to provide financial advice and planning services in the UK.
Achieving these two standards [BS 8577 and ISO 22222] is a major achievement for the firm. To put the scale of it into perspective, only 24 out of over 5,500 financial advisory firms in the UK are currently certified for both standards. Having been awarded such accolades, Hartey Wealth Management sets itself apart from its competitors and is proudly able to demonstrate its standards of excellence in financial advice and planning.
Tristan Hartey, managing director of Hartey Wealth Management said: “I’m so proud of the whole team. We consistently strive to raise the bar and have worked hard to implement and update our internal and client-facing operational management systems so that they are smooth running, efficient and effective. This means that our clients can continue to have confidence in our strong processes and behaviours and therefore always receive the best possible results.”
The BS 8577 accreditation is there for the purpose of assessing business acumen. It encompasses a rigorous assessment across the entire company, from management commitment, strategy and compliance to client relationship management and the entire operational framework. Its awarding demonstrates the ability of the firm to deliver high value financial advice and planning services.
ISO 22222 is the only globally recognised quality benchmark that assesses the work of financial planning individuals. To maintain this certification of best practice, all financial planners at Hartey Wealth Management are rigorously assessed annually, which means that they must be able to show that they can adapt, change and improve along with the personal financial planning industry.
Hartey Wealth Management will continue to challenge itself to boost its professional standing and exercise best practice to deliver a first-class service. These accreditations are testament to its ability to do so and provide clients with a level of trust in their financial planners that is difficult to find elsewhere.
Hartey Wealth Management is based in Chester and Oswestry. They help clients to create and preserve wealth through effective financial planning and portfolio management. The family run business may be small in size, but with over 380 clients it is big in stature. The company further increased its funds under management in 2019, which currently stands at £120 million.
Despite its impressive growth, Hartey Wealth Management continues to pride itself on providing outstanding levels of personalised client service. Its clear independent financial advice and active investment management are delivered to businesses and personal clients throughout Shropshire, mid-Wales and Cheshire.
