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Hartey Wealth Management

Salop House, 13 Salop Road, Oswestry, Shropshire, SY11 2NR

Excellent rating from 162 reviews

5 out of 5 stars

+ 44 reviews from Google 206 total reviews

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Latest Reviews by Working Feedback

Very Pleased

5 out of 5 stars
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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
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 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Useful, informative, practical

5 out of 5 stars
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Appointments were useful, informative, practical and conducted in a friendly and professional manner.

— AL

Verified review (1195972) Review left 9 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! Pensions
The service you receive is professional and of high standard 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Hartey Wealth Management

5 out of 5 stars
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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
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! Pensions
The service you receive is professional and of high standard 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Patient, professional and thorough

5 out of 5 stars
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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
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! 0
The service you receive is professional and of high standard 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

We trust them completely

5 out of 5 stars
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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
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 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Simply the best

4 out of 5 stars
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Simply the best of the companies we have used in the past.

— MJM

Verified review (1195968) Review left 9 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! 0
The service you receive is professional and of high standard 4 out of 5 stars
Do they offer value for money? 4 out of 5 stars
The advice you receive is clear, concise and helpful 4 out of 5 stars
You receive regular progress updates on any work undertaken 4 out of 5 stars

Very good

5 out of 5 stars
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Very good company, ten out of ten.

— FMR

Verified review (1195967) Review left 9 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! Childrens Savings Plans
The service you receive is professional and of high standard 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Good local advice is important

5 out of 5 stars
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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
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 5 out of 5 stars
Do they offer value for money? 4 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

By far the best

5 out of 5 stars
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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
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 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

We are very pleased

5 out of 5 stars
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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.
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 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

More than happy

5 out of 5 stars
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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
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 5 out of 5 stars
Do they offer value for money? 4 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Communication, clarity, service

5 out of 5 stars
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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
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 5 out of 5 stars
Do they offer value for money? 4 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Polite, helpful

5 out of 5 stars
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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
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! Wills &: Trusts
The service you receive is professional and of high standard 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Approachable, straight forward

5 out of 5 stars
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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
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! Childrens Savings Plans
The service you receive is professional and of high standard 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Always had excellent service

5 out of 5 stars
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Always had excellent service over many years and cannot fault Karl and his company.

— Anonymous

Verified review (1189984) 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 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Delighted with the service

5 out of 5 stars
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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
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 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Efficient, caring, patient

5 out of 5 stars
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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
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! Wills &: Trusts
The service you receive is professional and of high standard 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Professional, value for money

5 out of 5 stars
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Professional, high standard service, value for money, clear concise and helpful advice.

— PB

Verified review (1189918) 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 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Professional, helpful

5 out of 5 stars
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Always professional, helpful and eager to please.

— C G

Verified review (1189917) 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 5 out of 5 stars
Do they offer value for money? 5 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars

Informative and clear advice

5 out of 5 stars
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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 5 out of 5 stars
Do they offer value for money? 4 out of 5 stars
The advice you receive is clear, concise and helpful 5 out of 5 stars
You receive regular progress updates on any work undertaken 5 out of 5 stars