The pandemic (Covid) has proved to me that Karl, Tristen and their team can be completely trusted with my finances. Good job and well done.
— B B
Verified review (1547915)
Review left 5 years ago
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I give the maximum positive score
In answering the question how do I rate Hartey Wealth Management Services I give the maximum positive score in each of the four sections. I can say no more.
— Donald S
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Easy to communicate with
They are always available and easy to communicate with. Their advice has always been good.
— Eeh D
Verified review (1542335)
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Totally trustworthy
We have been clients of Hartey Wealth Management for over 20 years now. We have always appreciated the personal service we have had from Karl and Tristan and their professional team. They have always given us excellent advice, managed our investments in a very positive way and are totally trustworthy.
— Tony H
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Review from Google
Very professional & friendly service - regularly kept up to date on the current market
— Carol Davies
T45892
Review left 5 years ago
This review complies with Google's policies.
Feedback on Hartey Wealth Management
I contacted Tristan as following a change in circumstances I needed to review and update my life cover. Tristan's advice was excellent, raising considerations I hadn't thought of and recommending a solution which provided my family with additional protection. Tristan's team made the whole process very easy and managed everything brilliantly from first enquiry through to the policy being on risk. I could not recommend Tristan and the Hartey Team more highly - thank you!
— Lisa W
Lisa W works at Clever Jellyfish as Managing Director
Verified review (1532433)
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Hartey Wealth Management
As always excellent ongoing service received from Hearty Wealth Management.
— Peter T
Verified review (1530255)
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Hartey Wealth Management
This person left a star rating but no comment.
— Charles G
Verified review (1529720)
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Prompt and accurate service
Prompt and accurate service. Excellent.
— Robert Mcbride And Susan Mcbride
Robert Mcbride And Susan Mcbride works at Treespect CIC as Founder
Verified review (1529389)
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Good clear advice
Good clear advice. Prompt reply to e mails.
— Ian Charles And Margaret Pritchard
Verified review (1529353)
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Hartey Wealth Management
This person left a star rating but no comment.
— Alan N
Verified review (1529373)
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Hartey Wealth Management
This person left a star rating but no comment.
— Julie S
Verified review (1529349)
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Hartey Wealth Management Feedback Questionnaire
As informative and useful as ever.
— Professor E
Verified review (1529342)
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Review from Google
Great independent advice... would highly recommend....
— Steve Jones
T33824
Review left 5 years ago
This review complies with Google's policies.
Hartey Wealth Management
Everyone is excellent.
— Anonymous
Verified review (1517604)
Review left 5 years ago
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On a scale of 1 to 5, how would you rate Hartey Wealth Management overall?
Was this treatment paid for privately?
yes
Hartey Wealth Management
Tristan was very knowledgeable and his approach was very informative and professional without being salesy or pushy.
— Pheby
Verified review (1503017)
Review left 6 years ago
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Wealth Management, Investments, Life Assurance, Income Protection
Hartey Wealth Management
The transaction to which this review relates was simple, routine and required an execution-only action. Nevertheless the response and action were prompt and I was kept fully informed.
My star-ratings take account of earlier transactions which did require more attention.
— D L
Verified review (1502940)
Review left 6 years ago
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Hartey Wealth Management
I am pleased with the level of service and performance of the investments. There were a few at needed clarification as the documents weren’t clear to me.
I must say Dan has been excellent answering my queries.
— Anonymous
Verified review (1500458)
Review left 6 years ago
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Childrens Savings Plans
Overall Review
We were very pleased with our initial review of our finances which needed a considerable shake-up on our return to UK from an extended period overseas. We were satisfied with the guidance and direction of the review. We are impressed by the enthusiasm of the staff and their intention to please and sort out our position. The regular meetings are a good opportunity to meet the staff, ask particular questions and consider the future situation.
— And W
Verified review (1499886)
Review left 6 years ago
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Early days , but happy with service to date
We have been in discussion for some time and recently invested some of our money in difficult times. The performance is ok
— Anonymous
Verified review (1499779)
Review left 6 years ago
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Wealth Management
