I have an extremely modest pension pot, but I have to say the advice and service I have received from Hartey has been superb.
I know that the majority of their clients will have funds far, far larger than mine, but I can honestly say I couldn't have received any better service and I want to thank them for giving me piece of mind.
— J W
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Review left 6 years ago
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Hartey Wealth Management
HWM have been an improvement over previous IFAs with whom we have dealt, particularly in terms of communication, engagement and active client/portfolio management. A good start, despite the current rollercoaster! In terms of VFM, we'll probably have to take a longer term view on this as it is still early days.
— Hitchins
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Excellent response
Excellent response from Hartey Wealth Management to the current crisis, glad we switched our pension portfolio. Being with them gives us peace of mind that our investments are in safe hands. Thank you Karl and Tristan and colleagues for all your hard work.
— Roger A
Roger A works at Hartey Wealth Management
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Review from Google
My parents review is 5/5 and I look forward to using Hartey Wealth management going forward.
— A Google User
T33825
Review left 6 years ago
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Thoughtful and kind
Hartey Wealth Management are very very good at whey do. Plus they are all thoughtful and kind.
— Rosalin F
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No hesitation in recommending
Having recently retired, I am extremely pleased with the professional way that my finances were handled regarding my pensions and investments. I would have no hesitation in recommending Hartey Wealth Management.
— Phil L
Verified review (1455227)
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Wills and Trusts, ISAs
Review from Google
Been with them for 4 years and very happy with their services.
— CARL PEACOCK
T33828
Review left 6 years ago
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Very professional and informative
Only been with Hartey a few months. However, have found them to be very professional and informative so far. Karl will answer any questions I gave using his wealth of knowledge making it easy for me to understand.
I appreciate contact made in a simple format and using a plain white envelope with stamp (no advertising) makes it personal and discrete.
— Janet K
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Inheritance Tax Planning
Polite and professional
Very polite and professional service.
— C T
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Review left 7 years ago
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Helpful company
Very helpful staff and company in every way.
— Edna W
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Professional and competent
Very professional and competent advice received from them.
— T E
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Gives us peace of mind
As a long standing customer I appreciate the very sound advice giving in our changing circumstances, which gives us peace of mind and confidence that we are receiving the best treatment possible.
— M C
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Very happy with our dealings
We are very happy with our dealings with Hartey Wealth Management. They have transferred over our investment and the management charges have decreased, to early to pass comment on the new investment.
— Peter T
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An excellent choice
I was hesitant and unsure as to who to turn to for financial advice. Hartey Wealth Management was recommended by a good friend who has used them for many years. An excellent choice and I am fully confident that my savings will be managed in a professional measure.
— John C
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Courtesy, sincerity and professionalism
We have been highly satisfied with all aspects of our dealings with Hartey Wealth Management services. All the staff have dealt with is with courtesy, sincerity and professionalism.
— Anonymous
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The best!
Cannot hope to improve, with experience of more than 50 years of share dealing. Hartey Wealth Management are the best!
— Anonymous
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Impressive team of advisers
Hartey Wealth Management are an impressive team of advisers who manage the divide between a professional company and trusted family friend with extreme care.
— Royan A
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Wills and Trusts
Welcoming and Friendly
They are always welcoming and friendly, and answer any questions in a way which a novice can understand.
— Anonymous
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Courteous
Understanding finances, even basic 'stuff' is alien to me; I was worried in case I was asked any difficult questions and would feel foolish. Everything was explained simply and I felt that I was being treated courteously even though I haven't got a large sum to invest.
— Anne C
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Excellent and professional service
An excellent and professional service received over many years from Hartey WM.
— Peter T
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