Terry Hartley
In 2013, Terry joined St. James's Place and began building his Partner Practice now known as Hartley Wealth Management Ltd.
Specialisms:
About
Terry & the team's focus is on maintaining long term, trusted relationships with clients, in particular specialising in areas of Trust* and Estate Planning and Investment Advice.
Planning for a secure future, be it for yourself, your family or your business is one of the most important steps you will ever take. Changing circumstances, legislation and economic climate also makes reviewing your position equally important. Therefore, Terry will work with you to review your overall aims and financial needs and create a bespoke Wealth Management plan to help meet these agreed objectives.
Expert advice
A broad perspective of your situation
A lasting relationship
Guaranteed advice
These are four distinctive benefits of the St. James's Place Partnership approach to Wealth Management.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*Trusts are not regulated by the Financial Conduct Authority.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
