We are very pleased with the instant service and attitude when we contact the office. They have to date been excellent.
— Anonymous
Verified review (1195996)
Review left 9 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Useful, informative, practical
Appointments were useful, informative, practical and conducted in a friendly and professional manner.
— AL
Verified review (1195972)
Review left 9 years ago
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Pensions
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Hartey Wealth Management
Dealing with Tristan is always simple, precise and clear. He knows exactly to what depth and level of information I require. I would certainly recommend Hartey Wealth Management to friends and colleagues.
— Graham P
Verified review (1195971)
Review left 9 years ago
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Pensions
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Patient, professional and thorough
Patient, professional and thorough in their approach. Such attitude develops respect and trust, particularly as we get older.
— Anonymous
Verified review (1195970)
Review left 9 years ago
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0
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
We trust them completely
We have been clients of Hartey Wealth Management for many years and have always been very happy with their services. We trust them completely. They listen to the needs of the clients, offer clear unbiased advice and have managed our monetary assets to excellent effect. Their monitoring of our assets is regular and their communication is excellent.
— Tony H
Verified review (1195969)
Review left 9 years ago
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The service you receive is professional and of high standard
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The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Simply the best
Simply the best of the companies we have used in the past.
— MJM
Verified review (1195968)
Review left 9 years ago
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0
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Very good
Very good company, ten out of ten.
— FMR
Verified review (1195967)
Review left 9 years ago
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Childrens Savings Plans
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Good local advice is important
Financial advice is expensive but we value knowing we are being as responsible and wise as possible in these very difficult times when ordinary savings accounts are yielding less than the rate of inflation. Good local advice is important.
— Peter B
Verified review (1195966)
Review left 9 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
By far the best
Hartey Wealth Management are by far the best independent adviser I have been with. Karl Hartey explains everything clearly and simply and is always available for any questions you m might have. Superb.
— Chris P
Verified review (1195965)
Review left 9 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
We are very pleased
We are very pleased with the instant service and attitude when we contact the office. They have to date been excellent.
— Anonymous
Verified review (1195707)
Review left 9 years ago
This review was collected via email feedback service.
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
More than happy
We have been with Hartey and team for many years. We find them easy to communicate with and they explain things in a language that we both understand. You have to put your confidence in a financial advisor and hope they are doing their best for your benefit.
I am more than happy with their service and would be more than happy to recommend them to others.
Keep up the good work.
— J M
Verified review (1193157)
Review left 9 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Communication, clarity, service
Amicable communication, clarity, service and most of all relationships and trust is of vital importance. Over many years Hartey has given us this.
— Robert J
Verified review (1190206)
Review left 9 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Polite, helpful
Always found them polite, helpful, most important not pushy. Easy to talk to and they are always ready to explain details. I would not hesitate to recommend them to anyone. Wish them every success in the future.
— Peter I
Verified review (1190205)
Review left 9 years ago
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Wills &: Trusts
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Approachable, straight forward
They are very approachable and the advice is straight forward. Their performance has also been good.
— Edward D
Verified review (1189985)
Review left 10 years ago
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Childrens Savings Plans
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Always had excellent service
Always had excellent service over many years and cannot fault Karl and his company.
— Anonymous
Verified review (1189984)
Review left 10 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Delighted with the service
I was always skeptical of financial advisers as it appeared they were firstly looking after their own. In 2005/6 I attended a Seminar by Karl Hartey. He talked a lot of sense and answered our queries clearly. We invested with them and also made trust for exemption from IHT. We have been delighted with the service provided.
— RSP
Verified review (1189983)
Review left 10 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Efficient, caring, patient
Not only efficient, but give the impression of caring and most important , patience with those who have little knowledge or understanding of financial matters.
— Bryant M
Verified review (1189986)
Review left 10 years ago
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Wills &: Trusts
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Professional, value for money
Professional, high standard service, value for money, clear concise and helpful advice.
— PB
Verified review (1189918)
Review left 10 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Professional, helpful
Always professional, helpful and eager to please.
— C G
Verified review (1189917)
Review left 10 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Informative and clear advice
Have always received informative and clear advice. If you are not clear on something, time is taken to fully explain. Administration is very efficient.
— A S
Verified review (1189916)
Review left 10 years ago
This review was collected via postage-paid feedback card.
Did you know that they also cover the following? Please tick any of the services that you would like to know more about from the list below/x980P!
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken