Very professional and thorough wealth management service and after first year our face to face review we were 100% satisfied with our money management service provided. Tristan provides clear concise report and refined down to a couple of simple next steps as we go into year two.
Highly recommended having been with them just one year and pleased we chose Hartey Wealth Management Ltd.
— Mike Metcalf
T451610
Review left 1 month ago
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Reply from Hartey Wealth Management
Thank you for such a lovely review. We’re really pleased to hear you’ve had such a positive first year with us and that Tristan’s advice has been clear and easy to follow.
Thank you for choosing Hartey Wealth Management and for the recommendation. We look forward to working with you for many years to come!
Hartey Wealth Management Ltd
I’m entirely delighted with the care and attention I’m receiving from Michele. I feel free to consult her at any time and know she will be consistently accommodating, knowledgeable and cheerful.
— Anonymous
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Review left 5 months ago
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Review from Google
Seminars which are highly informative and professional accompanied by excellent hospitality in convivial surroundings. Not to be missed
— Dyfed Thomas
T382052
Review left 6 months ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you very much for your review - glad to hear that the seminars are worthwhile for you. We look forward to seeing you again soon!
Hartey Wealth Management Ltd
Everyone was very nice to me at all times, received good all round advice and I have a lot better understanding of investing thanks to Heartey Wealth Management
Thank you very much
— Paul E
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Review left 8 months ago
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Hartey Wealth Management Ltd
I experienced a friendly, professional interview and several phone calls to update me. I had good advice and my questions were answered thoughtfully and helpfully.
— Anonymous
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Review from Google
My wife and I have been clients of Hartey Wealth for just over two years. Prior to that I had been with what is now Evelyn, which is one of the largest in the UK. But you don’t need large or prestigious. What you need is people who know their stuff and, equally important important, know you. We get a personal service, good advise, responsive customer service and we are made to feel valued. Moreover the results speak for themselves. Thank you Karl, Daniel and the rest of the Hartey team…you do what it says on the tin!
— David Temple
T352747
Review left 9 months ago
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Reply from Hartey Wealth Management
Thank you so much for taking the time to share this feedback, it really means a great deal to all of us. We are delighted to hear that you and your wife feel looked after and valued, as getting to know our clients is at the heart of how we work. Your kind words about the service, advice and results are hugely appreciated.
Hartey Wealth Management
Very happy with the whole professional approach of all the friendly and helpful personnel at Hartey
— Campbell S
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Review left 10 months ago
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Review from Google
We have been dealing with Hartley Wealth Management for many, many years and have found their advice to be very beneficial .Both management and staff are extremely accommodating and helpful.The face to face consultations are comfortable and reassuring and everything is explained and any questions answered.We would definitely recommend them and advise anyone to try them and see what they have to offer .After all the first consultation is free !
L& G Jackson
— Graham Jackson
T331982
Review left 11 months ago
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Reply from Hartey Wealth Management
Thank you for your kind review and for your continued trust over the years. We’re so pleased to hear you’ve found our advice and service helpful, and that you feel comfortable and supported in your meetings with us. Your recommendation means a lot, and we look forward to continuing to work with you over the coming years.
Review from Google
Attended 14 October presentation at Brynkinalt Hall. Extremely impressive venue and well organised event. Karl and Tristan were on good form and explained wealth planning and wealth management in a clear and entertaining way. Inheritance pitfalls were also covered and the various ways of reducing and minimising erosion of assets. Very informative and relevant. Thank you.
— nick oconnor
T331797
Review left 11 months ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you for your kind feedback and for joining us at Brynkinalt Hall. We’re delighted you enjoyed the event and found Karl and Tristan’s presentation helpful and informative. We’re looking forward to continue to support you with your financial plans.
Review from Google
Very informative day. I am glad I went and it gave me some ideas
— John Hampton
T329249
Review left 11 months ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you so much for your kind feedback. We're so glad you found the day informative and inspiring. We look forward to continuing to help you in the future.
Review from Google
We would highly recommend Hartey Wealth Management, we have been clients for the past 3 years and our investments are doing well. The Presentation at Peckforton Castle was excellent and covered all aspects of investments, trusts, inheritance tax and the importance of wills and LPA.
Thanks to Karl, Tristan and the Hartey team.
— Mike H
T324401
Review left 1 year ago
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Reply from Hartey Wealth Management
Thank you for your kind words and recommendation. We’re delighted you’ve had a positive experience over the past three years and enjoyed the Peckforton Castle presentation.
Review from Google
The meeting was extremely good, it was informative and very useful. All of my questions were answered and my future decisions were explored and discussed. Thank you for making these important decisions easier by explaining things in Terms that I understood. I would recommend Harty’s. Thanks.
— Ian Davies
T323348
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you for your kind review - we’re so glad you found the meeting helpful and that everything was explained clearly. We appreciate your recommendation.
Review from Google
Complete reassurance that our investment is working for us. We are extremely happy with the service provided by Hartey Wealth Management.
— Paula Handford
T321789
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you so much for your kind words and for sharing your experience. We’re delighted to hear that you feel reassured and confident that your investment is working for you.
Very Straight Forward and Clear Advice
We have been with Hartey only a short time and the advice has been clear, straightforward, professional and we have received nothing short of a top class service from the team at Hartey. After initial concerns at a very volatile time for investing it is apparent this is a well managed Wealth Management outfit and all our questions have been answered same day. The Nucleus platform is simple to use and gives you a clear indication of performance. Of course going forward investments remain at risk but after just last 6 months it is clear Hartey have actively managing our portfolio, with the emphasis on the word 'actively'. That's why we chose Hartey,
— Anonymous
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Review left 1 year ago
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Hartey Wealth Management Ltd
I have only praise for the service, support, professionalism and the friendly personalities of the team at Hartey Wealth Management. As an eighty year old lady with limited experience of investments I can say that they were clear with information, straightforward with advice.
— Sandra A
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Review from Google
Just wanted to say a big thank you to Tristan for his recent advice and guidance in discussing my retirement planning.
From the moment I requested the meeting, the whole team set about a very professional and robust process, to ensure all the correct information was gathered to ensure that Tristan was able to offer the best advice when our meeting arrived.
It is very clear that Tristan is hugely knowledgeable and also genuinely cares about the desired outcome for his client, and is able to offer various options, which can also be adjusted throughout the process. It is clear to me that I will definitely be remaining under the guidance of Tristan and his colleagues into my retirement and beyond, as I am confident he will be able to offer the best advice for my circumstances.
If you are requiring retirement planning, or overall wealth management guidance, then I would highly recommend a discussion with Tristan and his team.
— Mark Crump
T288829
Review left 1 year ago
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Reply from Hartey Wealth Management
Thank you for your kind review. We’re so pleased to hear that Tristan and the team provided the guidance and support you were looking for. It’s always our goal to ensure our clients feel informed and confident in their financial planning, especially around retirement.
We truly appreciate your recommendation and look forward to supporting you well into the future.
Review from Google
This person left a star rating but no comment.
— David Hewitt
T274336
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you Mr Hewitt for your feedback.
Review from Google
Great service, I assumed the free initial chat would have been a short sales pitch with a small amount of content. I was very wrong I was. Karl generously gave us 2 hours of his time got to understand what our position was an what we were looking for. In those two hours the advice he gave us will help avoid some very costly mistakes. At the end no expectation of a follow-up or a hard sell conversation, just an open door to come back when ready, which I will do. Thanks for the great service and great advice.
— Nigel Creaser
T273570
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you so much for your kind words! We’re glad Karl’s advice was valuable and that you felt supported without any pressure. We look forward to welcoming you back whenever you’re ready.
Hartey Wealth Management Ltd
As always advice and support is excellent. Responses and administration is prompt and professional
— Mark S
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Review left 1 year ago
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Review from Google
In the current climate, you really need to have complete confidence in any organisation that is advising on your financial affairs, I am therefore delighted to confirm that the Hartey Wealth Management team provide an excellent level of services that you can trust, the leadership team are very competent and well particulary tuned into the global conditions and the management team dovetail perfectly with the client base, providing assurance and friendly advice and financial services.
We are therefore very pleased to recommend Hartey Wealth Management services based on the trust and support they have contiued to provide for us.
— Michael Wolfe
T264522
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you so much for your thoughtful and generous review. We truly appreciate your kind words and are delighted to hear that you’ve felt confident and supported by our team. At Hartey Wealth Management, we pride ourselves on providing trustworthy, insightful advice tailored to the ever-changing global financial landscape. Knowing that you value our approach and the service we provide means a great deal to us.
Thank you again for your continued trust and recommendation — it’s a pleasure to work with you.
