We really appreciate the time spent with us to explain and advise what was on offer. The process leading to improvement of our investment portfolio was made very straight forward. Advice received has been very much appreciated.
— Anonymous
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A good move
I had my money invested in a very large banking group. After two years - no good. Then I changed to what was a small company Hartey Wealth and after one year - very good. A good move.
— Adrian A
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Great people to deal with
Great service and great people to deal with. They know what they're doing and they do what they know!
— Alan W
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Wills and Trusts
Very affordable and helpful
I am happy with the service and regular 6 month reviews and the advice received. HWM are very affordable and helpful.
— Margaret D
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Would not hesitate to recommend
I have found them polite and very helpful. They will fully explain their advice as to why any changes are needed, and are to the point and not "pushy". You feel quite at ease with them and they are really quite nice people to deal with. I wish them all the best for their future trading and would not hesitate to recommend them to any friend or family.
— Peter I
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I feel that my money is being well looked
I feel that my money is being well looked after and its value has appreciated more than had I simply left it in the bank. Recent developments, trust work, has been handled in a very professional manner.
— Keith S
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An entirely reliable organisation
Under the present management, Hartey Wealth Management is an entirely reliable organisation which has managed my affairs very well.
— Anonymous
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Wills and Trusts, Income Protection, Childrens Savings Plans
Hartey Wealth Management
Excellent.
— Martin P
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Hartey Wealth Management
Although you are told to change your financial adviser every 2 or 3 years, I have no complaints. 10 years ago you anticipated problems and saved me money. I am most grateful.
— Robin G
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Hartey Wealth Management
I have been impressed with the clear, concise and friendly no nonsense approach by members of the Hartey Wealth Management team. They inspire confidence that our finances are being managed fairly and safely.
— Ian K
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Experience was fully satisfactory
Our main contact has been with Karl Hartey, obviously a very knowledgeable man but with an approach that does not leave you confused or 'scratching your head'. The back up support as a result of our meeting has been very satisfactory.
— Carol D
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Life Assurance
Hartey Wealth Management
Courteous, do their best to relate, deal at a suitable level to client. Staff deal promptly with queries.
— M T
Verified review (1238117)
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Income Protection
Review from Google
My wife and I have been dealing with Hartey for a while now, we are very impressed with the service they provide, the organisation, the clarity and friendliness. We can now say when it comes to money matters we have good friends and we are in good hands.
— R. Gee
T37345
Review left 8 years ago
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Clarity, organisation an d friendliness
My wife and I have been dealing with Hartey for a while now, we are very impressed with the service they provide, the organisation, the clarity and friendliness. We can now say when it comes to money matters we have good friends and we are in good hands.
— Anonymous
Verified review (1238115)
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Hartey Wealth Management
I have only recently transferred my business to Hartey but have had contact with them for more than 10 years. The reason I joined them was their reasonable feed and to update my wills and trusts. The latter are now completed very efficiently. I have had a number of updates already on my investments and expect future interactions with Hartey to run equally smoothly.
— David C
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We have been confident with the advice
We have been confident with the advice Hartey Wealth Management have given us for many years and continue to be so.
— Anonymous
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Felt very comfortable talking to them
Felt very comfortable talking to them, no questions were stupid.
— Anonymous
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We have no hesitation in recommending their services
We have no hesitation in recommending their services to anyone who wants to be as up to date with all aspects of financial matters as they keep themselves fully informed.
— Jones
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Hartey Wealth Management
Good, solid company. They keep me fully updated with what is happening to my money. I would highly recommend them to family and friends.
— Richard J
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Review from Google
The advice is clear, concise and helpful.
— Mike Hoult
T37346
Review left 8 years ago
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