T262461
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you very much for your 5-star review - we really appreciate it.
Hartey Wealth Management Ltd
Professional, personal & efficient service
— Peter E
Verified review (2177318)
Review left 1 year ago
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Was the service professional and of a high standard?
Do they offer value for money?
The advice you receive is clear, concise and helpful?
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Hartey Wealth Management Ltd
We have, as a family, dealt with Harteys over a number of years and they have always been professional and knowledgeable.
— Patrick And Sally Cooper
Verified review (2174195)
Review left 1 year ago
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Review from Google
Attended several presentations with HWM over the course of 3 years before deciding the time was right for financial advice and wealth management by professionals - in that time I was very satisfied that this is a team to trust with my family's financial future.
The onboarding process was simple and in the last year the experience has been even greater than the expectation.
— Graeme Bentham
T251675
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 taking the time to share your experience. We’re thrilled to hear that our team has exceeded your expectations and made the onboarding process seamless. We look forward to continuing to support your financial journey.
Hartey Wealth Management Ltd
We have recently changed our financial advisors to Hartey Management. The transition went smoothly. We look forward to working with our new financial advisors
— Suzy S
Verified review (2159761)
Review left 1 year ago
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Review from Google
We have worked with Hartey Wealth Management for about 25 years and cannot fault their professional management of our investments. The staff are very approachable, helpful and knowledgeable. They monitor our portfolio on a regular basis, make changes when appropriate and keep us well informed. We can thoroughly recommend them for managing your finances.
— Tony Hayes
T244866
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 trusting Hartey Wealth Management with your investments for the past 25 years. We're delighted to hear that you've been pleased with our professional approach and the support from our team. Your recommendation means a great deal to us, and we look forward to continuing to manage your portfolio with the same dedication and care in the years to come.
Review from Google
Excellent service, very welcoming and would definitely recommend. Tris was very helpful he offered up excellent advice, recommendations and made me feel more confident with my decision.
— Alison Rogers
T243484
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thanks Alison, it was a pleasure to be able to help you.
A professional service
The transfer of our cash ISAs went very smoothly thanks to the professional service of the Hartey team.
— Michael L
Verified review (2140557)
Review left 1 year ago
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The advice you receive is clear, concise and helpful?
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Hartey Wealth Management
Arranging date for annual review and attendance at upcoming presentation.
— John W
Verified review (2136025)
Review left 1 year ago
This review was collected via email feedback service.
Was the service professional and of a high standard?
Do they offer value for money?
The advice you receive is clear, concise and helpful?
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Hartey Wealth Management Ltd
Outstanding professional service - would highly recommend.
After feeling unhappy with our existing financial advisor we were introduced to Tristan and offered a free independent review. During the review process we felt completely at ease and the complexities of our portfolio were explained in such a way that for the first time ever we walked away from a review fully understanding our current position along with insights into options for retirement planning. This positive experience in conjunction with Hartey Wealth management being completely independent made it a no brainer to move our portfolio over.
— Brett D
Verified review (2121289)
Review left 1 year ago
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Review from Google
I was introduced to Tristan and the team at Hartey Wealth Management about 8 years ago, and after having a personal unbiased review I moved my pension accross to them. Tristans knowledge of the pension and financial market is very impressive giving me peace of mind in knowing my pension is working as hard as possible for my retirement.
If you want peace of mind without a pushy sales team, then I totally recommend Hartey Wealth Management.
— Andrew Munro
T221552
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you for your kind words and for taking the time to share your experience with Hartey Wealth Management. We're thrilled to hear that Tristan and the team have provided you with peace of mind and confidence for your financial planning.
Hartey Wealth Management Ltd
Helpful, insightful and informative.
— Anonymous
Verified review (2102657)
Review left 1 year ago
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Was the service professional and of a high standard?
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The advice you receive is clear, concise and helpful?
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Review from Google
I have been a client at Hartey for many years now. Karl and Tristan are really great guys and they are always on hand to help. Their knowledge of investment and savings is amazing! The team at Hartey are very professional and very polite. I highly recommend this great company. Thank you all for what you do.
— Alan Wilmshurst
T219630
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you so much for your feedback - we’re delighted to hear that you’ve had such a positive experience with Karl, Tristan and the team over the years. Your recommendation and kind words are really appreciated and we look forward to continuing to support you.
Review from Google
Its great working with Tristan, Karl and team Regular reviews ensure I know exactly where I am at on my journey. Highly recommend.
— Andy Rolph
T219330
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 thrilled to hear about your experience of working with the team here at Hartey Wealth Management. Your recommendation means a lot to us — thank you again!
Review from Google
Communicative, efficient, brilliant results!
— Francesca Forristal
T218844
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you very much!
Review from Google
Both myself and other members of my family have been clients of Hartey Wealth Management for many years, and have found Karl and the rest of the team thoroughly professional and courteous in all aspects of their operation. They offer clear, straightforward advice, helping you to steer a safe path through the minefield of financial jargon. Furthermore, their publications and seminars are extremely informative, helping customers make the right decisions on their financial matters, whether that be pensions, inheritance tax, or investments. I certainly have no hesitation in recommending Hartey Wealth Management to anyone seeking help with their financial planning.
— Neil McAlister
T215736
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 continued trust in Hartey Wealth Management. It’s been a pleasure working with you and your family over the years, and we’re thrilled to know that our team has provided you with the support and clarity you need in navigating financial planning. We strive to make complex topics more approachable and are delighted that our seminars and publications have been useful to you. Your recommendation means a great deal to us, and we look forward to continuing to support you in achieving your financial goals.
Review from Google
I have been a client of Hartey Wealth Management for 3 years. In that time I have been given excellent result driven and personalized advice on my investments and my wife's pension resulting in peace of mind. Through their complimentary seminars ,reports and books I have received a good education and feel financially literate.
The icing on the cake demonstrating I felt valued as a client was when an offer was made for a personalised bear- we ordered one for our new granddaughter. It arrived and was soft to the touch, well made and has gone down a treat with our daughter as it is a keepsake.
— Robert Gregson
T213707
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you so much Robert for your feedback - it's great to hear that we were able to give you peace of mind as it's something we strive to do for our clients. And the bears we offer for new babies in the family are so gorgeous - I bet your new granddaughter will love it.
Review from Google
I've been with H W M for 12 months,
It's the best thing I've done,
The small team are very dedicated & they provide the best advice,
Very friendly & welcoming 😊
— Stephen Morris
T213400
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you very much Stephen for your kind words - it's a pleasure being able to help you.
Review from Google
The overall service that I received from the initial meeting to investing with Hartey exceeded all my expectations.
I find the professionalism of all the staff that I have personally dealt with is second to none.
Communication is honestly first class.
Anyone who's looking to invest with a well established and trusted wealth management company would be wise to seriously consider Hartey.
Amazing team, keep up the great work.
— David Evans
T211538
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you very much for this review - we are so pleased to hear that not only did we meet your expectations, we exceeded them! We look forward to continuing to help you in the future.
Review from Google
I met with Tristan to discuss pensions and found him to be incredibly knowledgeable, approachable and friendly. The response times are really quick and I received a full review of all of my finances and insurances, not just the items I had initially asked about. I would not hesitate to recommend his services.
— Tom
T211408
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thanks Tom, we're really pleased that you found our service to be so useful. We're looking forward to being able to continue to help you in the future.
