Our investments have increased in value. We trust Hartey's advice and ability to look after investments and are very informative regarding the same. They are always willing to respond to questions relating to our investments. Overall, very satisfied with the Hartey Wealth Management.
— John G
Verified review (1205406)
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
You receive regular progress updates on any work undertaken
Very helpful
Have been very helpful in understanding an Old Mutual product that we had taken out overseas but has been found to be totally unsuitable for us back in the UK. They have helped us to mitigate a high tax liability with the product and offered to assist in any future dispute with HMRC.
— J W
Verified review (1201450)
Review left 9 years ago
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ISA
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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Hartey Wealth Management
The advice is clear, concise and helpful.
— M H
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Review left 9 years ago
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Childrens Savings Plans
The service you receive is professional and of high standard
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The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Hartey Wealth Management
I have recommended family members.
— Anonymous
Verified review (1201273)
Review left 9 years ago
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Investments
The service you receive is professional and of high standard
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Hartey Wealth Management
Professional service.
— Anonymous
Verified review (1201272)
Review left 9 years ago
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Highly recommended
They are always helpful and go out of their way to explain things thoroughly. nothing is too much trouble. Highly recommended.
— Mike W
Verified review (1201271)
Review left 9 years ago
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Hartey Wealth Management
I recently lost my wife and the firm was extremely helpful to me.
— Brian J
Verified review (1201268)
Review left 9 years ago
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The service you receive is professional and of high standard
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Really professional and great service
By and large really professional and great service. Really happy my ISA is being handled by a trustworthy IFA.
— Anonymous
Verified review (1200744)
Review left 9 years ago
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ISA
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
Friendly professional advice
We value immensely the regular friendly but also professional advice we receive from them.
— T B
Verified review (1200743)
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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Clean and precise information
I have always had clear and precise information from Tristan who understands my personal goals regarding investment. I would certainly recommend Hartey Wealth Management to others.
— Graham P
Verified review (1200740)
Review left 9 years ago
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Wills &: Trusts
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 impressed
I was very impressed by Karl Hartey's appraisal of my investments and the speed of dealing with them. I also appreciate his visits to my home to explain my situation.
— Wendy M
Verified review (1200739)
Review left 9 years ago
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The service you receive is professional and of high standard
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Very satisfactory personal service
Very satisfactory personal service and questions dealt with immediately.
— Anonymous
Verified review (1200738)
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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Suitably impressed so far
Only been with Hartey one month. Suitably impressed so far!
— R B
Verified review (1200228)
Review left 9 years ago
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ISA
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 clear advice
He have been with Karl Hartey for over 10 years and have always found him to be very clear in his advice and very professional at all times.
— Anonymous
Verified review (1200227)
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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A personal service
We valued the personal service and the attention to our specific circumstances.
— I E
Verified review (1199974)
Review left 9 years ago
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Childrens Savings Plans
The service you receive is professional and of high standard
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The advice you receive is clear, concise and helpful
You receive regular progress updates on any work undertaken
Extremely experienced in the industry
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, but Tristan had an amazing way of approaching this whole thing with us, it helped that we had connected on a personal level from our one to one but also just because he is an extremely experienced individual in his industry but also because he is just a genuinely top lad. We also left that 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 and without a doubt I not have a friendship with Tristan that is more about sport and beer than it is money and vestment, but I suppose all great deals are done in the pub.
— Tom H
Verified review (1198492)
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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Clear and helpful
I have found their presentations clear and helpful and have taken friends to them as well as inviting their wills adviser to address the over 50's club.
— David B
Verified review (1197899)
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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Professional, polite
They are professional and polite however they do not overwhelm you with money 'speak'. Their explanations are clear and concise. They always respond quickly to any query.
— Anonymous
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In safe hands
I feel my money is in as safe hands as possible by being with Hartey Wealth Management. They are a local firm but have lots of relevant experience.
— Keith S
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Professional
Professional, high standard, value for money, clear advice, regular updates.
— Anonymous
Verified review (1196732)
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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