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We base our business on clear goals and strong leadership, so working with us is the best thing you will ever choose to do.
Applewood Wealth Management Limited was established in 1992. Managing Director Karl Hartey has developed a unique wealth management business model, using simple but powerful financial tools, to ensure all clients receive strong leadership, professional advice and first class service. We look for lasting relationships built on trust, honesty and integrity.
Our aims at Applewood Wealth Management Limited are to provide our clients with a first-class service, and to help them to achieve their financial goals and providing financial peace of mind.
Client Testimonials
Due to the unique nature of how we conduct business and service our clients we invited several of our clients to openly discuss how they rated our working relationship with themeselves.
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Fine wine, fine food and fine company...
The Wynnstay Hotel Oswestry
A big thank you to all the guests who attended the wine tasting evening on Tuesday 29th November for raising a fantastic sum of £600 for The Charloette Hartey Foundation. The evening was hosted by Momentum Wines and The Wynnstay Hotel. A huge thank you to Mr & Mrs Clarke for their cheque for £300 to the foundation, making the grand sum of £900.
Applewood Wealth Management was given the opportunity to invite a group of people to sample the fine wines supplied by Momentum Wines followed by a four course gourmet meal prepared by The Wynnstay's Michelin Star Executive Head Chef Alan Dann.
The evening was enjoyed by all. Karl Hartey said " the food, wine and service was exceptional" being known somewhat of a critique by his wife Helen, Karl could not praise the food quality enough and recommends that our local community should go sample the delights of a Michelin Star Chef Alan Dann.
Click here to view all photographs taken during the evening
Keeping it in the family - Tristan joins the company
Applewood Wealth Management is pleased to announce that Tristan Hartey has recently joined as a trainee wealth manager, learning the job from the bottom up. Tristan graduated during this summer from Leeds University with a 2:1 degree in International Relations. He will be accompanying his father Karl in some of the meetings to help understand and learn from his 22 years of experience in the Financial Service industry.
Karl Hartey said "I am very pleased to announce that my son Tristan Hartey will be joining the firm. It will probably take somewhere in the region of 12 to 18 months for Tristan to be fully qualified, but I am very pleased to welcome Tristan to the team."
Calling all Solicitors and Accountants
Solicitors and accountancy practices both need to call on the services of IFAs from time to time to provide their clients with a comprehensive service. Likewise, we often need to refer our clients on to solicitors and accountants when their particular specialism is needed.
We're very keen to encourage close links with like-minded professionals and work with you as a multi-disciplinary team, complementing each other's areas of expertise. Where you can devise complex tax solutions, we can recommend which particular option will make them most effective. Where you identify the type of product a client needs, such as a pension or a trust, we can then advise on the specific product to choose.
If you are interested in becoming a professional connection and discussing how a relationship with Applewood Wealth Management might be mutually beneficial, please contact us on 01691 671903 or email: info@applewood.co.uk
