Perspective Financial Group

Hartey Wealth Management is a financial advisory firm based in Chester and Oswestry, specialising in bespoke financial planning and portfolio management. With over 25 years of experience, they are dedicated to offering impartial and independent financial advice tailored to the unique needs of their clients. The firm provides a wide range of services, including inheritance tax planning, retirement advice, and investment strategies aimed at wealth generation in a tax-efficient manner. By prioritising client interests and ensuring clarity in financial objectives, Hartey Wealth Management helps individuals and families navigate the complexities of wealth creation and preservation. Generated from the website

John Davies Investments and Mortgage Services LLP is a family-run financial advisory firm based in Oswestry, Shropshire, offering high-quality independent financial and mortgage advice. The firm is staffed by a team of experienced professionals, including Alison, John, and Marc Davies, who provide services in areas such as pensions, investments, mortgages, equity release, and financial planning. Committed to serving the local community, the firm also offers a range of protection services, will writing, and lasting powers of attorney. With a focus on personalised service, they invite clients for face-to-face consultations or remote meetings to discuss their financial needs and goals. Generated from the website