Only been with Hartey a short period. Suitably impressed so far!
— Ronald Bragg
T209424
Review left 8 years ago
This review complies with Google's policies.
Review from Google
They have been very efficient and explained everything and I am very happy with their services.
— Joan Warwick
T209425
Review left 8 years ago
This review complies with Google's policies.
Hartey Wealth Management
Original information when interviewed was rather stereotype. Felt it should have been more personal. Second interview was better.
— Joan P
Verified review (1231471)
Review left 8 years ago
This review was collected via postage-paid feedback card.
Reply from Hartey Wealth Management
Many thanks for taking your time to leave us a review.
Our initial meetings are all about finding out the facts about our clients to ensure we have all of the correct details, This approach allows us to offer a much more personal and tailored approach for our reports and any future meetings going forward - we're really pleased that you experienced this side of things in your second meeting!
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Review from Google
I find them a very friendly company from top to bottom in the organisation. It is like a big family and they give the impression they want you to be a part of their family. What is a difficult topic, they cover which is important to us all, they do go out of their way to try and explain your financial portfolio and never get fed up with explaining it to you. And for me that takes a lot of patience for them.
— Brian R
T33826
Review left 8 years ago
This review complies with Google's policies.
Review from Google
Hartey Wealth Management hold regular free seminars in the Cheshire, Wirral, Shropshire area which are very exhaustive in bringing a wide range of financial planning issues, strategies for saving tax and investing as well as inheritance tax planning, which are invaluable. Anyone not taking advantage of Hartey's skills on offer is frankly misguided. Hartey is the perfect entree to financial wealth management.
— R.F Cox
T209426
Review left 8 years ago
This review complies with Google's policies.
Review from Google
Hartey Wealth Management have lots of processes in place to make sure they understand where you sit in their investment table so they can then better advise you if you wish to take their advice. Tristan had an amazing way of approaching this whole thing with us and he is an extremely experienced individual in his industry. We left our meeting with personal pensions which were long overdue, a great feeling of security, a sense of maturity, excitement, a lot more knowledge of how the investment world works.
— Tom Hughes
T209427
Review left 8 years ago
This review complies with Google's policies.
Review from Google
Hartey Wealth Management are by far the best independent adviser I have been with. Karl Hartey explains everything clearly and simply and is always available for any questions you m might have. Superb.
— Chris P
T33827
Review left 8 years ago
This review complies with Google's policies.
Review from Google
I have been a client for many years now. Money is hard to earn and I need an adviser I can trust to make the right decisions for my investment. I trust Hartey Wealth Management as they have proved over time to have made the right decisions.
— Allan M
T209428
Review left 8 years ago
This review complies with Google's policies.
Hartey Wealth Management
Helps to feel that we are doing our best to look after our resources, reducing the need to worry about this.
— Anonymous
Verified review (1230571)
Review left 8 years ago
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Hartey Wealth Management
Over the many years that we have entrusted our financial affairs to Hartey Wealth Management the results of their regular face to face reviews and portfolio reports have given us complete confidence that our investments are in safe and competent hands. Regular invitations to their presentations on current investment conditions also engender a feeling of confidence and trust for their customers.
— David G
Verified review (1230570)
Review left 8 years ago
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Efficient and cheerful service
I have been happy with the efficient and cheerful service provided by Hartey Wealth Management.
— Chris S
Verified review (1230567)
Review left 8 years ago
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I trust Hartey Wealth Management
I have been a client for many years now. Money is hard to earn and I need an adviser I can trust to make the right decisions for my investment. I trust Hartey Wealth Management as they have proved over time to have made the right decisions.
— Allan M
Verified review (1229614)
Review left 8 years ago
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Hartey Wealth Management
A professional company with youthful ambitions which is not so large they they are small enough to care and give personal attention at all times.
— Anonymous
Verified review (1227256)
Review left 8 years ago
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Wealth Management, Income Protection
Returns on investments have been good
Very helpful, giving personal advice clearly and with real understanding of issues involved. Returns on investments have been good and access to funds easy. They appreciate their clients too.
— Anonymous
Verified review (1227255)
Review left 8 years ago
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Very organised, friendly
I very much like the way they go about doing their job. Very well organised and very friendly. Please keep it up.
— Anonymous
Verified review (1223677)
Review left 8 years ago
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Was the service professional and of a high standard?
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Inheritance Tax Planning, Wills and Trusts
Hartey Wealth Management
Hartey Wealth Management hold regular free seminars in the Cheshire, Wirral, Shropshire area which are very exhaustive in bringing a wide range of financial planning issues, strategies for saving tax and investing as well as inheritance tax planning, which are invaluable.
Anyone not taking advantage of Hartey's skills on offer is frankly misguided. Hartey is the perfect entree to financial wealth management.
— RFC
Verified review (1220534)
Review left 8 years ago
This review was collected via online systems.
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Wealth Management, Investments, Pensions, Inheritance Tax Planning, Retirement Planning, Life Assurance, Wills and Trusts, Income Protection, ISAs, Childrens Savings Plans
First rate service
Clear information and very detailed to give a very easy route to decide what action to take.
— Anonymous
Verified review (1215072)
Review left 9 years ago
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Did you know that they also cover the following? Please tick any of the services that you would like to know more about from the list below/x980P!
Investments
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Hartey Wealth Management
I find them a very friendly company from top to bottom in the organisation. It is like a big family and they give the impression they want you to be a part of their family. What is a difficult topic, they cover which is important to us all, they do go out of their way to try and explain your financial portfolio and never get fed up with explaining it to you. And for me that takes a lot of patience for them.
— Brian R
Verified review (1214243)
Review left 9 years ago
This review was collected via postage-paid feedback card.
Did you know that they also cover the following? Please tick any of the services that you would like to know more about from the list below/x980P!
The service you receive is professional and of high standard
Do they offer value for money?
The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Very satisfied
We are very satisfied with the service we receive.
— Anonymous
Verified review (1214116)
Review left 9 years ago
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The service you receive is professional and of high standard
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The advice you receive is clear, concise and helpful
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Very efficient
They have been very efficient and explained everything and I am very happy with their services.
— Joan W
Verified review (1208603)
Review left 9 years ago
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The service you receive is professional and of high standard
Do they offer value for money?
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