Hartley Ross

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Reviews

1. James Gard ★★★★★

   Summary: An excellent firm that gets results. I approached Daniel at Hartley Ross in 2024 because I was stuck with a very complex problem relating to pension drawdown. Accessing the money was critical to our family finances at the time and I couldn’t make any headway with the pension provider on my own. I had more or less given up and assumed the issue couldn't be solved. Daniel very patiently and persistently worked through this issue and delivered a great result for us. He kept me in the loop and always had time for a quick call or Zoom to reassure me. He has a great way of explaining complex financial products and has a friendly, approachable style. The firm has since conducted a review of all my pensions to make sure I am on track with my retirement plans. Having solved one major problem for me this year, I have every confidence the firm can improve my financial decision making in the coming years.

   almost 2 months ago
2. Heather Yesson ★★★★★

   Dan has been very helpful in advising me on how to invest an inheritance and secure my pension income for the long term. He is friendly and approachable and explains things very clearly. I would have no hesitation in recommending him.

   almost 7 months ago
3. Joanna ★★★★★

   I was recommended to Dan at Hartley Ross and I couldn't be more pleased with the guidance and support I've received! For my very first meeting he took the time to understand my financial goals, explain my options clearly, patiently and create a tailored solid plan that felt realistic and achievable. Thanks to his knowledge, I've been able to consolidate my finances including my pension, and now have everything in one place, making it far easier to manage along with a simple easy system to navigate, I genuinely feel more confident and in control & feel I can enter retirement now with confidence! I would highly recommend Dan to anyone looking for honest, thoughtful and professional financial advice, its a real game changer!

   almost 7 months ago

1. Paul Lewis ★★★★★

   A personal and friendly service from Dan at Hartley Ross who looks after my financial needs efficiently and professionally. Attention to detail and going the extra mile to sort out my company pension was much appreciated. Definitely recommend as a first class financial service with extensive knowledge. Thank you Hartley Ross.

   almost 8 months ago
2. Richard Roberts ★★★★★

   I recently worked with Dan at Hartley Ross to set up an investment platform and establish an effective investment strategy. Dan handled everything, from setting up the platform to making the initial investments, making the process seamless and stress-free for me. He was incredibly clear in his communication, quick to respond to my questions, and made me feel very confident in the decisions we were making together. I highly recommend Dan and Hartley Ross to anyone looking for a knowledgeable and trustworthy financial advisor.

   1 year ago
3. Kevin Powell ★★★★★

   I was put in touch with Dan a couple of years ago when I was considering options for my future retirement. I totally value Dan’s very sound advice and recommendations. He always gathers all the facts and fully considers my financial circumstances and personal and family aspirations ahead of making suggestions and presenting options. I like Dan’s easy approach, he gives me plenty of time to reflect and consider before I make any decisions. He has a great understanding of the whole family requirements too and is currently helping my wife and one of my sons with their financial plans. I value Dan’s integrity and professionalism and recommend him wholeheartedly.

   almost 3 years ago

1. Jane Roberts ★★★★★

   Hartley Ross have supported and advised me for many years with investments, dealing with inheritance and with financial advice following the death of my husband (probate etc). I have been very happy with investment outcomes and I know I can contact them at any time with any questions. I would definitely recomend Hartley Ross to anyone to needs any financial advice.

   almost 3 years ago
2. Martin Smedley ★★★★★

   Really impressed with the professionalism, knowledge, empathy and just good old friendliness from Dan. Sensible advice, well explained and the knowledge to squeeze the best value out of old pensions when consolidating them ahead of retirement. I'd have no hesitation in recommending him.

   almost 3 years ago
3. Ceri Gwynne ★★★★★

   I have received advice from Dan for the last 2 years which has been really helpful in helping me to understand the options available to me, and has given me confidence that my pension and savings will provide me with the cover I need during retirement

   almost 3 years ago

1. Mark Bodger ★★★★★

   Dan was recommended to me and it has been a pleasure having him help me sort out my rather complicated pension arrangements. Dan has helped make sense of what to do with five separate pensions - and we have now been able to pull together those that can be, so I can now see what's what! Due to the advice Dan's provided I'm planning to retire three years earlier that I'd originally thought possible - and have been impressed with the support Dan has provided to make sure we've been looked after as a family. Dan has also provided useful guidance around tax issues that will be different when I retire, things that I wouldn't have discovered or thought of myself. Dan is great at keeping in touch, prompt to respond to any queries, but will never rush you into making decisions. He has a genuine desire to help you make the right choices through his thought provoking questions. I found what I thought was going to be a painful process much easier thanks to the way that Dan guided me through the whole process.

   almost 3 years ago

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