[00:00] Darren Jamieson: This week on The Engaging Marketeer, I’m speaking with Tristan Hartey from Hartey Wealth Management. Hartey Wealth Management is a financial advice company that helps people with their investments, their wealth, and their pensions. Now, Tristan isn’t just a financial adviser. He is also a speaker that speaks on huge stages in front of thousands of people in as far away places as the United States and China.
[01:04] Darren Jamieson: So, I’ll be speaking to Tristan about what got him into financial advice, what his attitudes to money are, what he thinks financial education in the UK is like, and what it’s like talking on such huge stages—and how he manages those talks.
[01:20] Darren Jamieson: Your industry is particularly complicated and requires a lot of analytical thought and planning. What made you want to do it in the first place?
[01:29] Tristan Hartey: That’s a really good question.
[01:36] Tristan Hartey: The way that we do our business is a little bit different to most other financial planners. I’ve always been much more a person who likes to spend time talking to people, getting to know people, understanding what makes them tick and helping.
[02:00] Tristan Hartey: The reason I wanted to get into our profession was fundamentally to help people. Yes, you can do that with the analytical sides, but if you can’t explain it, it doesn’t really mean anything.
[02:14] Tristan Hartey: One of my skill sets is explaining things and simplifying them. The true job of a financial adviser is to take complex stuff and make it easy to understand. Anyone who can’t do that should probably be doing something different within the profession.
[02:47] Tristan Hartey: I left university after doing international relations at the University of Leeds in 2011. I was unsure what to do with that degree, but it taught me how to think differently and from many people’s points of view.
[03:07] Tristan Hartey: We’re a family business in the sense my father’s been in the profession many years, but I didn’t join the family business—we set up a new business a couple of years later.
[03:24] Tristan Hartey: I semi fell into it, but I always knew I wanted something that allowed me to listen to people, talk to people, and take complex problems and make them simple
[03:35] Darren Jamieson: When you went to university, did you havea career in mind?
[03:49] Tristan Hartey: I went to uni in 2008—great time to go, then three years later you come out into a global recession.
[04:02] Tristan Hartey: I went in thinking I was really interested in politics. I wanted to learn how it worked, and the psychology of people.
[04:15] Tristan Hartey: I enjoyed macro geopolitics—US, China, Europe—which dovetails into what we do now.
[04:37] Tristan Hartey: I thought maybe I’d work in the foreign office or diplomatic work. But I realized it probably wouldn’t suit me because you have to be very rigid.
[04:54] Tristan Hartey: I’m more like: once we make a decision and I make a choice, I just go and do it. Change for me can happen straight away.
[05:16] Darren Jamieson: So was your initial thought to go into politics and potentially government?
[05:22] Tristan Hartey: Yeah, that’s what I thought as a career. I like speaking, I like helping people, but I’m not necessarily sure that’s actually a way to help people these days.
[05:33] Tristan Hartey: I think you can help people better by doing smaller stuff in your local communities and making a difference there.
[05:49] Darren Jamieson: I’m interested in attitudes to money. When I give money to my three kids, they treat it differently. My eldest won’t spend anything. My youngest would try to get rid of the money as quickly as possible.
[06:24]Darren Jamieson: I was told by my brother to always save. My dad always told me: never pay for anything you can’t afford—save up before you buy it. Never have a credit card—which turns out is terrible advice because you don’t build up a credit rating.
[06:39] Darren Jamieson: As your dad was in the financial industry, what was your attitude toward money when you were younger—and how did it change?
[06:52] Tristan Hartey: We weren’t really given pocket money. It was more: if you want to make money, go and do something. We’d do chores—paint fences—whatever it might be.
[07:13] Tristan Hartey: You had to work for it, which gave me a value of the money.
[07:17] Tristan Hartey: When I was at school, I did a couple of businesses.
[07:28] Tristan Hartey: One lunchtime, my friend Jamie Graham and I set up something called King Graham—basically like Burger King, but we did hot dogs.
[07:38] Tristan Hartey: We bought a microwave from home, bought hot dogs and popcorn from the cheapest place we could find, and made those for three days until we got shut down by the school—no health and safety.
[08:00] Tristan Hartey: But in three days we’d made £200. Our view was: thisis way more entertaining than just saving money.
[08:11] Tristan Hartey: We saved enough to start, then multiplied it. But there is a point in time for saving.
[08:28] Tristan Hartey: One of the areas we start with is: what’s your “sleep at night number”? How much do you need in the bank so you’re not really bothered if things are going up and down or there’s turmoil in the world. That number’s different for everyone.
[08:51] Tristan Hartey: My view is: you build your nest egg, it sits where it sits, and then you get everything else to start working.
[08:59] Tristan Hartey: That’s what I do with my own money. Over the last 15 years running a business, the first 5 to 10 years you’re reinvesting everything back in to grow.
[09:20] Darren Jamieson: I’ve always had a hangup with schools: they don’t teach business or financial education the way it should be done. Do you think more could be done—and what should be done to help kids learn financial education?
[10:34] Tristan Hartey: There certainly could be more done and there should be more done. The challenges are: how do you get people to do it? They should change things on the curriculum.
[10:42] Tristan Hartey: They should teach compound interest—how it works, the power of it.
[11:08] Tristan Hartey: If they’re 15 and might leave school at 16, they need to learn what a credit card is and how credit card debt works. They need to learn what a mortgage is and how you get one.
[11: Tristan Hartey: Even simple stuff like opening a student bank account—what you need (like your national insurance number).
[11:53] Tristan Hartey: Explain what money is, how it works, how it grows. The power of inflation. What’s debt, and how it works if you don’t pay it—not to scare people, but so they understand it.
[12:29] Tristan Hartey: We have clients who come in and say, “My big dream is to pay off my house.” And I have to ask them why.
[12:41] Tristan Hartey: Because your house doesn’t make you any money. It grows as an asset, but if you live in it, is it really an asset?
[12:59] Tristan Hartey: Simple books could help Rich Dad Poor Dad. There are versions for kids. They should be in school libraries.
[13:16] Tristan Hartey: It’s hard to go into schools and talk about this stuff because you get half an hour, and they think you’re trying to sell something. But you’re just trying to explain how it works.
[13:32] Tristan Hartey: Mortgages need to be explained. What a credit card is, how debt works, student debt.
[13:50] Tristan Hartey: Teachers aren’t going to have experience of this—and that’s not their fault. They were never taught it either.
[14:18] Tristan Hartey: It can be damaging because now you get people on TikTok and Instagram giving mumbo jumbo advice.
[14:35] Tristan Hartey: People need a straight-down guide: what you need to do at 16, 18, 21—and the steps.
[14:50] Darren Jamieson: Rich Dad Poor Dad goes into assets vs liabilities. Most people think their home is an asset—but it’s not because an asset puts money into your pocket.
[15:17] Darren Jamieson: When people come to you saying their goal is to pay off their mortgage—how do you get across that paying it off might not be the best thing for them?
[15:36] Tristan Hartey: One thing we focus on is the emotion of money. We try to work out someone’s emotional connection to money.
[15:44] Tristan Hartey: That’s why I ask: why do you want to pay off your mortgage?
[15:48] Tristan Hartey: If they say “because that’s what you do” or “to save interest,” that’s a different conversation. I can say: if you invest, you’ll make more than the interest, you’ll still be able to pay it off at the end of the term.
[16:08] Tristan Hartey: It’s harder when people say: “I really don’t like having debt.” That comes from a deeper emotional place.
[16:15] Tristan Hartey: My job isn’t to persuade people to do something that makes them uncomfortable. It’s to create a plan that makes them comfortable but is also best for them.
[16:25] Tristan Hartey: So we might go somewhere in the middle: a little into investments so you’ve got something at the end, but also you can pay it off earlier with bonuses, rather than making paying it off the sole aim.
[16:57] Tristan Hartey: Until you sell the property, it’s not making you any money. And when you sell it, you have no idea how much it’s going to make you.
[17:05] Tristan Hartey: People say “I bought a house 30 years ago and I made X”—you didn’t make anything, you got lucky. I can almost guarantee the next 30 years aren’t going to be like the previous 30.
[17:20] Tristan Hartey: If your store-of-wealth idea is building it through holding an asset, people may be disappointed in 20 or 30 years.
[17:55] Darren Jamieson: Cash Flow 101.
[17:58] Tristan Hartey: Yeah. They did Cash Flow for Kids too.
[18:10] Tristan Hartey: It taught you a lot—randomizing your job to show anyone can get out of the rat race.
[18:33] Tristan Hartey: I don’t think there’s as much focus right now on that type of education. I don’t know where it’s going to come from. I’d like to say the government, but I don’t think they will.
[18:41] Tristan Hartey: I think it’s down to individuals and small businesses.
[19:03] Darren Jamieson: There’s a theory that the government doesn’t want to educate people about debt because it needs people to be poor and in menial tasks. What’s your thought on that?
[19:35] Tristan Hartey: I’m not sure any of that’s true. If everyone wanted to be an entrepreneur, we’d all be wired the same—and we’re not.
[20:00] Tristan Hartey: The majority of people don’t want the risk of a fluctuating income.
[20:15] Tristan Hartey: Even if education was there, plenty of people still wouldn’t want to take that risk.
[20:24] Tristan Hartey: A percentage of people won’t want to learn. And maybe they won’t learn in that way.
[20:30] Tristan Hartey: Fundamentally, the government doesn’t have enough money to do certain things, so they focus on what they want to focus on. Financial education sadly isn’t being done properly.
[20:47] Tristan Hartey: Our regulator, the FCA, is doing more—especially cracking down on “fin influencers” who aren’t qualified and are spouting nonsense.
[21:10] Tristan Hartey: If I did a video, I have to put lots of disclaimers. Others can draw a whiteboard and say “If you do that, you’ll be fine”—but they’re not regulated.
[21:31] Tristan Hartey: But they do have a place: they make people think they should do more research. Information is becoming freer, and that should trickle down.
[21:47] Tristan Hartey: I don’t think there’s evidence the government is trying to keep everyone poor. They’d rather everyone succeed so they’d take more tax.
[22:14] Darren Jamieson: What’s your thoughts on Martin Lewis?
[22:24] Tristan Hartey: I think Martin Lewis has done a really good job explaining how people can save money.
[22:32] Tristan Hartey: His recent move into investing is a tight line—recommending products or providers is advice.
[22:54] Tristan Hartey: If you buy cheap you’ll probably do fine when things are going well—but you won’t when they’re going badly. Time scales matter.
[23:11] Tristan Hartey: Some of Martin Lewis’s recent stuff is useful, but not clear enough and can lead people to making decisions badly when they do it themselves.
[23:18] Tristan Hartey: There’s a massive advice gap in the UK. Most people can’t afford a financial advisor, so there needs to be something for that lower end.
[23:30] Tristan Hartey: He does a fantastic job explaining credit cards, mortgages, saving money on energy bills.
[23:46] Tristan Hartey: He did a good one on inheritance tax and the value of being married.
[24:03] Tristan Hartey: People think inheritance tax only affects the ultra rich—it doesn’t anymore. By 2030 it may affect just shy of 20% of the population.
[24:17] Tristan Hartey: Many countries don’t have inheritance tax. The US does, but only past $13 million.
[24:49] Tristan Hartey: With a limit set at a million pounds for a couple, more people get caught out. It’s not a surprise wealthy people leave.
[25:20] Darren Jamieson: Could you explain simply how compound interest works?
[25:37] Tristan Hartey: The focus has to be: what if you don’t do anything?
[25:58] Tristan Hartey: If you put a pound into your money box, in a year it’s still £1. But will it buy you the same thing? Probably not, because of inflation.
[26:21] Tristan Hartey: So we need to make it grow. Say you put it in a bank account that makes 5% a year—you’ve got £1.05.
[26:30] Tristan Hartey: The following year, another 5% doesn’t make 5p, it makes 6p (because it’s 5% on a bigger number).
[26:38] Tristan Hartey: If rolling on, you increase money exponentially.
[26:51] Tristan Hartey: Another way: doubling. If you doubled £1 for 30 days, the numbers become astronomical.
[27:20] Tristan Hartey: Compound interest is one of the wonders of the world that nobody pays attention to.
[27:30] Tristan Hartey: It’s like athletes improving by 1% each session—if it compounds, they get better and better.
[27:51] Darren Jamieson: We use compound interest as an example when describing SEO to clients. SEO builds over time.
[28:40] Darren Jamieson: You mentioned you like speaking. You’re a very good public speaker. What training have you had—or are you naturally able to do it?
[28:58] Tristan Hartey: I’ve never had real formal training. I watched a lot of people and videos.
[29:07] Tristan Hartey: At school I did English speaking board exams—monologues—and a little acting. That helps with cadence.
[29:23] Tristan Hartey: I used to watch videos of myself speaking 10–15 years ago to see what I was doing wrong.
[29:30] Tristan Hartey: As a business, we do in-person events—on average 12 a year, at one point 24 a year. I’m speaking for an hour each time, so you get practice.
[29:48] Tristan Hartey: I used to shift around on my feet. Key things: slow down, be comfortable with silence, don’t shuffle.
[30:12] Tristan Hartey: I like to walk and talk—it’s my style. I don’t like a handheld microphone because I use my hands.
[30:20] Tristan Hartey: It’s about cadence and speed—cutting out” and “ahs.”
[30:28] Tristan Hartey: I ask for feedback from other professional speakers.
[30:50] Tristan Hartey: Be deliberate with your words—not too fast, not too slow.
[31:04] Tristan Hartey: I was told: don’t appear too polished. Have a little bit back.
[31:12] Tristan Hartey: Teleprompter talks can be hard to feel natural because it looks like you’re reading.
[31:31] Tristan Hartey: I’ve suggested Toastmasters to people.
[31:40] Tristan Hartey: People get more worried about standing up in front of a crowd than death. As long as you don’t stand up and start swearing, you should be okay—everyone understands you’re nervous.
[32:19] Tristan Hartey: If you’re not nervous at all, it probably means you don’t care—and you shouldn’t be doing it.
[32:26] Tristan Hartey: Before any talk I get nervous and a bit sweaty. It means I care.
[32:39] Tristan Hartey: I did one terrible performance and I wasn’t nervous. I went in thinking it’ll be fine and didn’t care. That told me I need to be passionate about the topic.
[33:06] Darren Jamieson: I’ve done bad talks when I didn’t prepare enough. My best was my TEDx talk—word for word.
[33:32] Darren Jamieson: When you do talks without a teleprompter, do you write a script word for word, or do you build it around topics?
[33:59] Tristan Hartey: I build it into acts—like a play.
[34:07] Tristan Hartey: The first act is what I call the James Bond moment. The start of every James Bond film has an action scene before the title.
[34:17] Tristan Hartey: I always start with a story linked to my personal experience, because a story captures the audience straight away.
[34:46] Tristan Hartey: Then I say what I’m going to talk about, break it down into the meat and bones, and at the end I try to loop it back to the original story so it comes full circle.
[35:08] Tristan Hartey: People remember the beginning and the end. They remember how they feel when they arrive and how they feel when they leave.
[35:36] Tristan Hartey: In any talk there will be bits that don’t resonate.
[36:05] Tristan Hartey: I had feedback on a recruitment talk: most was good, but one person wrote “Tristan admits he doesn’t know recruitment—why is he talking about it?” They missed the point. Not everyone will like you.
[37:00] Tristan Hartey: The key part is: start with that James Bond moment so people think, “Okay, I’m glad I’m here.”
[37:17] Darren Jamieson: The opening line is the most important part—it’s what makes the audience decide whether they’ll listen.
[37:31] Tristan Hartey: And never ever finish with “thank you.” It kills the ending. End on the point.
[37:57] Darren Jamieson: Worse than ending with “thank you” is “any questions.” Never take questions.
[38:06] Tristan Hartey: If you do questions, get them in the middle or three-quarters through. Then take back control and control the finish.
[38:22] Tristan Hartey: If you build your talk into chapters, you can have break points for questions.
[38:29] Tristan Hartey: I love speaking.
[38:39] Tristan Hartey: It’s no real difference to me if I’m talking to two people or five. My biggest audience has been seven and a half thousand.
[38:46] Tristan Hartey: You can only see the first four rows, so it never feels like you’re speaking to more than 300–400.
[38:58] Darren Jamieson: That audience of seven and a half thousand—where was that and what event?
[39:05] Tristan Hartey: That was for the Million Dollar Round Table at their global conference in Macau in China.
[39:14] Tristan Hartey: I did one earlier in the year in Miami to 6,000.
[39:18] Tristan Hartey: There’s translation—being translated into eight languages. Everything has to be slower.
[39:32] Tristan Hartey: If you tell a joke, you get a wave of laughter as different languages translate at different speeds.
[39:48] Tristan Hartey: You slow it right down.
[39:52] Tristan Hartey: It’s all about preparation. I was up at 3:00 in the morning going over the talk again and again.
[40:04] Tristan Hartey: Backstage, the thing you worry most about is: don’t trip over walking on stage. And you have to hit your mark for the camera.
[40:34] Darren Jamieson: For something like that, do you use slides?
[40:38] Tristan Hartey: Yes. I have slides, confidence monitors, and so on. But if it’s a 10-minute talk, I only want two or three slides.
[40:45] Tristan Hartey: At large events the camera is focused on you, so slides can be a distraction.
[41:02] Tristan Hartey: With translation, slides can only be in one language—so how much use are they?
[41:16] Darren Jamieson: What’s the commercial purpose behind you doing these talks?
[41:24] Tristan Hartey: Two parts. One: the organization MDRT is volunteering—I’m not being paid. It’s a way to give back to the profession and share ideas that inspire positive change.
[41:40] Tristan Hartey: Commercially, there’s a benefit when we come back to our “sleepy little shire” in Cheshire and Shropshire. We might do a press release or newsletter: “You spoke in China to 7,500 people—has your financial that?” Probably no.
[42:07] Tristan Hartey: But I like giving back. It’s a worldwide profession. I learn a lot at these conferences too—watch speakers, take notes, bring ideas back to the business.
[42:24] Tristan Hartey: The average age of advisers in Asia is around 31. In the UK it’s about 62 now.
[42:57] Darren Jamieson: In terms of your business, what sort of clients do you work with, and what do you do to help them?
[43:12] Tristan Hartey: We mostly look after clients around age 50ish up to age 90—people in or approaching retirement.
[43:24] Tristan Hartey: A common one: someone comes in at 50 and says “I’ve got 20 grand in my pension—can I retire in five years?” The answer is obviously no, but it’s: let’s create a plan.
[43:42] Tristan Hartey: Most of our clients are retiring or retired.
[43:48] Tristan: Generally high-earning professionals (mostly non-public sector), business owners, and multigenerational families.
[44:08] Tristan Hartey: We’ve got one family with five generations—great grandparents down to grandchildren. We try to protect and invest their assets with a family mentality.
[44:24] Tristan Hartey: We also do general investments. We’re different because we have our own discretionary fund management company.
[44:39] Tristan Hartey: Most advisers do the plan then pass investments to someone else. We wanted to do it ourselves—if it goes wrong, we get blamed, and I want it to be our fault, not someone else’s.
[45:49] Tristan Hartey: I’m involved on the investment committee. We and choose funds.
[46:06] Tristan Hartey: Because we buy in bulk and other firms use us, we can get reductions in fund costs—institutional rates—then offer that to someone investing £5,000.
[46:47] Darren Jamieson: How do you profile clients for risk and decide portfolio splits?
[47:06] Tristan Hartey: We have five types of portfolios: defensive, cautious, balanced, adventurous, and high-risk (dynamic).
[47:28] Tristan Hartey: Most people sit between cautious, balanced, and adventurous.
[47:38] Tristan Hartey: A balanced fund might be 50% in the market and 50% out.
[47:45] Tristan Hartey: In the model portfolio service, people are in the same funds—just different weightings.
[47:53] Tristan Hartey: The analogy I use is curry: how spicy do you want it? If you want no risk, order a korma. If you want something spicy, go vindaloo.
[48:13] Tristan Hartey: Higher risk should make more over the longer term, but if you’ve only got five years, you don’t want the risk of a crash.
[48:26] Tristan Hartey: You protect it more using bonds, absolute return funds, gold, silver—counterweights.
[48:38] Tristan Hartey: Our job is to manage that and see clients once a year to adjust the plan to their life circumstances.
[48:50] Darren Jamieson: If someone’s in their 30s with longer time before retirement, would you guide them towards higher risk?
[49:06] Tristan Hartey: Yes—providing they’ve got the relevant cash assets behind them and they’re happy with that sleep-at-night number.
[49:19] Tristan Hartey: But if they want to buy a house in five years, that money shouldn’t be in the same place. We’ll have people in different risk profiles based on goals.
[49:39] Tristan Hartey: Sometimes cash is right if it’s short enough time.
[49:46] Tristan Hartey: If someone sold a business and has a tax bill in 11 months, we’d put it in a money market fund—safe, can’t afford to lose anything.
[50:14] Darren Jamieson: If someone is thinking of investing, what’s the minimum they require to start?
[50:27] Tristan Hartey: If you want to do it yourself or with a low, start trying to put £50 away. Just do anything. Anything is better than nothing.
[50:40] Tristan Hartey: Whether it’s in a pension or an ISA or a general account or a bond is almost irrelevant—they’re just boxes.
[50:46] Tristan Hartey: If you’re not doing anything, cut little bits out and start putting a little away, because if you don’t start now, you won’t get the compounding effect.
[51:03] Tristan Hartey: Compounding only works over time.
[09] Tristan Hartey: The hardest number to get to in investing is £100,000. That takes ages.
[51:19] Tristan Hartey: If you put £500 a month away, on average it takes about 10-ish years with compounding at 7% to get to £100k.
[51:31] Tristan Hartey: If you kept putting £500 a month away, it’s about five years to go from £100k to £200k, then three years from £200k to £300k. It builds quicker.
[51:46] Tristan Hartey: The hardest number is getting to that first £100,000.
[51:48] Darren Jamieson: I was offered a company pension at 24 and turned it down because I wanted the money then. That’s one of the stupidest financial mistakes I’ve made.
[52:15] Darren Jamieson: I didn’t start my pension until we started Engage Web in 2009—so I’d have been about 33.
[52:27] Darren Jamieson: My youngest is 21 at Amazon on the night shift as a manager—he’s got over 10 grand in his pension.
[52:51] Darren Jamieson: The earlier you can start, the better.
[53:03] Tristan Hartey: Don’t wait.
[53:03] Tristan Hartey: Parents or grandparents can put money in a pension for a child when they’re born—even £10 a month.
[53:15] Tristan Hartey: It won’t be massive at 20, but it gives them a start—and then it becomes their problem.
[53:24] Darren Jamieson: I heard: if you put £20 a month into a child’s pension when they’re born, by 65 it’s over a million.
[53:44] Tristan Hartey: Yeah—£20 a month is the one. It’s the power of time and compound interest.
[54:05] Tristan Hartey: It gives them an extra 20 years.
[54:12] Tristan Hartey: With a pension they can’t access it, but you could do a junior ISA.
[54:20] Tristan Hartey: Many people give up after two or three years because they think it’s not doing anything. But 10% on very little doesn’t look like much.
[54:35] Tristan Hartey: 10% on 600 is 60 quid.
[54:39] Tristan Hartey: There’s also the danger of instant success—shortened attention spans: “If I don’t make 100% in two weeks it’s a failure.”
[55:04] Tristan Hartey: With crypto, I heard a fund manager say: “It’s going down because it stopped going up.” There’s no underlying asset. It’s speculative.
[55:38] Darren Jamieson: One question before we wrap up—where do you invest your money?
[55:47] Tristan Hartey: I utilize our own portfolios. I do a similar approach to financial planning: three buckets.
[55:55] Tristan Hartey: I have some sat in cash—premium bonds. It’s safe money, old school, protected, you’ll make a little bit. That’s my rainy day fund.
[56:19] Tristan Hartey: Me and my wife have plans for the next 2, 3, 5, 10 years—that’s in more accessible stuff like my ISA and her ISA—medium risk.
[56:38] Tristan Hartey: Then my pension and other longer-term investments are high risk because I can’t touch it for years. I try to max out as much as I can.
[56:46] Tristan Hartey: We also have a property. You should have diversification.
[56:59] Tristan Hartey: That’s 25 years away. I won’t look at it.
[57:01] Tristan Hartey: People look at investments too much now—you can check on your phone. I ask: how often do you check the value of your house? You’re not doing it every day.
[57:23] Darren Jamieson: Unless you register your house with Zoopla—they email you every month with the value, which is a finger-in-the-air value anyway.
[57:40] Tristan Hartey: Yeah. I’ve done the Zoopla thing too. I have no idea where it gets the numbers.
[58:05] Tristan Hartey: A house is only worth what someone’s willing to pay for it.
[58:16] Darren Jamieson: Bringing it back to the value house and paying off the mortgage—fantastic.
[58:25] Darren Jamieson: Tristan, if someone’s listening and wants to find out more about you and Hartey Wealth Management, what’s the best way to get in touch?
[58] Tristan Hartey: A couple of ways: come to our website—there’s a get in touch page—email us that way, or pick up the phone and give us a call.
[58:45] Tristan Hartey: We still love face-to-face meetings.
[58:54] Tristan Hartey: Another option: we have books on Amazon with our contact details. They’re reference-style books—inheritance tax, retirement planning. If someone contacts us we can send them a book, or they can buy it, and the proceeds go to charity.
Darren Jamieson: Fantastic. I’ll put the link to the website, contact details, phone number, and your LinkedIn underneath.
[59:16] Darren Jamieson: I’ll also put links to the Amazon books in the show notes.
[59:25] Darren Jamieson: Tristan, thank you very much for being a guest on the podcast. I’ve learned a lot today.
[59:34] Tristan Hartey: Thank you, Darren. Thanks a lot. Thanks
