Hartley Ross

I was put in touch with Dan a couple of years ago when I was considering options for my future retirement. I totally value Dans very sound advice and recommendations. He always gathers all the facts and fully considers my financial circumstances and personal and family aspirations ahead of making suggestions and presenting options. I like Dans easy approach, he gives me plenty of time to reflect and consider before I make any decisions. He has a great understanding of the whole family requirements too and is currently helping my wife and one of my sons with their financial plans. I value Dans integrity and professionalism and recommend him wholeheartedly.
Dec 22nd, 2022

Really impressed with the professionalism, knowledge, empathy and just good old friendliness from Dan. Sensible advice, well explained and the knowledge to squeeze the best value out of old pensions when consolidating them ahead of retirement. I'd have no hesitation in recommending him.
Nov 29th, 2022

Hartley Ross have supported and advised me for many years with investments, dealing with inheritance and with financial advice following the death of my husband (probate etc). I have been very happy with investment outcomes and I know I can contact them at any time with any questions. I would definitely recomend Hartley Ross to anyone to needs any financial advice.
Nov 28th, 2022

I have received advice from Dan for the last 2 years which has been really helpful in helping me to understand the options available to me, and has given me confidence that my pension and savings will provide me with the cover I need during retirement
Oct 25th, 2022

Dan was recommended to me and it has been a pleasure having him help me sort out my rather complicated pension arrangements. Dan has helped make sense of what to do with five separate pensions - and we have now been able to pull together those that can be, so I can now see what's what! Due to the advice Dan's provided I'm planning to retire three years earlier that I'd originally thought possible - and have been impressed with the support Dan has provided to make sure we've been looked after as a family. Dan has also provided useful guidance around tax issues that will be different when I retire, things that I wouldn't have discovered or thought of myself. Dan is great at keeping in touch, prompt to respond to any queries, but will never rush you into making decisions. He has a genuine desire to help you make the right choices through his thought provoking questions. I found what I thought was going to be a painful process much easier thanks to the way that Dan guided me through the whole process.
Jul 15th, 2022