Highly recommend these guys! Needed to see someone to discuss inheritance tax. Got super quick appointment. Tristan was fantastic. Spent time running through information. Very professional, helpful and courteous. Nothing too much trouble. Extremely pleased with their service. Thank you Tristan
— Rachel Davies
T209369
Review left 1 year ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thanks Rachel - it was a pleasure to be able to help you.
Review from Google
Thoroughly professional, yet friendly, and offering straightforward advice; thankfully free of jargon. Ongoing service is fantastic, with regular updates including quarterly reports and newsletters. I have no hesitation in recommending Hartey WM to anyone needing sound financial planning and wealth management advice.
— Ian Williams
T205399
Review left 2 years ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thanks Ian - we're thrilled to hear that you appreciate our service, as well as the regular updates we provide. It's always our goal to offer clear advice, so we're glad you find this helpful. We truly value your recommendation and look forward to continuing to support you with your financial planning needs.
Review from Google
Tristan at Hartey Wealth Management has been my financial advisor since 2015 and I only wish I had met him sooner! Everyone at Hartey Wealth Management are simply brilliant at what they do. I have and shall continue to recommend them with no hesitation at all.
— Julia Forster
T205280
Review left 2 years ago
This review complies with Google's policies.
Reply from Hartey Wealth Management
Thank you Julia for your kind words and for taking the time to share your experience with Tristan and the team here at Hartey Wealth Management. We are truly grateful for your trust and continued support since 2015. It’s always our goal to provide exceptional service, and knowing we’ve met your expectations means a great deal to us.
Your recommendations are the highest compliment we can receive, and we look forward to continuing to support you in achieving your financial goals for many more years to come.
Hartey Wealth Management Ltd.
My wife and I were very happy with the financial advice given by Hartey Wealth Management and really pleased with the ease of monitoring our investment.
— William H
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Hartey Wealth Management
From the first contact to completion, the service was faultless.
— Stephen M
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Hartey Wealth Management Ltd
Very helpful and informative.
— Ian And Gillian Hughes
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Hartey Wealth Management
Put my interests into a local approachable family firm.
— Anonymous
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Hartey Wealth Management
Over the past 5 years I've been extremely pleased with the service and expertise that as been offered to me, and would recommend Hartey Wealth Management.
— Angela T
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Excellent advice
Excellent advice, good investment choices available, ISA investment successfully started before 05 April end of Tax Year.
— Fabian S
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Hartey Wealth Management
Rapid creation of cash ISA was impressive.
— Anonymous
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Review from Google
Hartey Wealth management are great hosts, I had a great meal several months in Peckforton Castle though unfortunately had to miss the latest one for reasons of transport. They give polite unassuming advice based on much studied financial advice and consultations. They are generous minded, professional and highly transparent and ethical.
They also have a charitable fund set up in memory of their daughter and sister, Charlotte Hartey who died in tragic circumstances, sorry I misremembered the first name got the first and last letters correct, it is a highly humanistic charity and well worth supporting I feel.
— Penny Davies
T148468
Review left 2 years ago
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Reply from Hartey Wealth Management
Thank you very much for your review. We're pleased that you've found our investment presentations useful.
Very informative
Very informative and good food although the venue was cold.
— Anonymous
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Hartey Wealth Management
All I wanted was provided.
— Alfred L
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Hartey Wealth Management
A very enjoyable and professional experience, and I look forward to working with the Hartey Wealth Management team on a mutual basis during the coming years ahead and I am pleased to confirm that the progress that has been achieved so far has been very encouraging indeed.
— Michael W
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Hartey Wealth Management
Excellent help from Daniel, he is always friendly, helpful and courteous.
— Rosalin F
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Hartey Wealth Management
At this time, I can only review my experiences up to transfer of funds from an external body.
Hartey Wealth Management have been highly professional and proactive, from initial consultations, setting up an account, based on my needs, to transfer in. Communication has been regular and informative. Thank you HWM for being so efficient thus far.
— Anonymous
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Always good honest advice
Easy to access the information and advice that they offer. Either via email or phone, they're always eager to help.
They offer a very good newsletter, both hard copy and online, which is packed with useful information to help navigate some very complex subjects.
— Anonymous
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Hartey Wealth Management
Mr W MacBride guided me in all the right directions and was very helpful and professional. And the reception staff was very polite and courteous.
— Anonymous
Verified review (1670416)
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Hartey Wealth Management
Excellent service, as always, from Hartey Wealth Management team.
Daniel initially responded in a timely manner to our enquiry, consulting with other members of the team and then arranging for us to have a consultation with Karl to discuss how we wished to move forward.
During this consultation, Karl listened to our enquiries & possible concerns. He then gave us his professional advice with clear explanations for this. Once we were happy with our decision-making, Karl supported us in completing the various documents required.
Daniel then became involved once again and personally oversaw the relevant transactions to ensure our financial objectives were being met. He also took time to make sure that we were kept fully briefed throughout the whole process.
— Anonymous
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I cannot fault the company
As always, the staff at Hartey Wealth Management are knowledgeable, reassuring and proactive. Whenever I ask for any help or advice, I receive a breakdown of the process necessary and I'm kept informed at all stages. I cannot fault the company.
— Maureen H
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