304 reviews | 5 verified advisers
Review for Luke Hartley
What could they have done better?
I struggle with this question. I can only state that I have dealt with 5/6 previous Financial advisors over the years to include some high profile private banks. My experience with Hartley Ross to date has been far superior.
What were the circumstances that caused you to initially look for a financial adviser?
I originally dealt with a Financial Advisor ( pension and investment advice) who died in 2012. Luke had been working for this individual and subsequently took over the client portfolio. Initially Luke was involved in " firefighting" for clients as a number of the previous IFAs investment recommendations had failed resulting in FSCS claims which Luke assisted with.
How has Luke helped you?
Following Luke assuming advisory control of my investment /pension investments I decided initially to stay as a client and see how the relationship developed. I have found Lukes recommendations to be sound both in terms of cost and growth opportunities .He fully understands my risk appetite and I have full confidence in his recommendations albeit we still discuss in detail each investment
Have you seen the outcome you were hoping for?
Overall yes. I have been very impressed particularly with the pension investment recommendations which are extremely well thought through. Luke is conservative in approach but not risk averse in his recommendations .My investment portfolio has evidenced solid growth each year.
Review for Luke Hartley
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Not happy with previous IFA
How has Luke helped you?
Consolidated my pensions, balanced risk portfolio, sound tax planning advice
Have you seen the outcome you were hoping for?
Yes
Review for Matthew Williams
What could they have done better?
Nothing, from start to finish , efficient , professional and helpful, highly recommend
What were the circumstances that caused you to initially look for a financial adviser?
Purchase of a new home
How has Matthew helped you?
Managed to not only find me a mortgage , but find me one that saved me over £150 per month .
Have you seen the outcome you were hoping for?
I’m about to sign shortly , a very smooth transition .
Review for Daniel Ross
How has Daniel helped you since your last review?
Since my last review I have retired so Daniel advised me on my current pension investment.
Review for Matthew Williams
What could they have done better?
Nothing. Great service
What were the circumstances that caused you to initially look for a financial adviser?
Mortgage.
How has Matthew helped you?
He has been my mortgage advisor.
Have you seen the outcome you were hoping for?
Yes
