Hartley Ross

Summary: An excellent firm that gets results. I approached Daniel at Hartley Ross in 2024 because I was stuck with a very complex problem relating to pension drawdown. Accessing the money was critical to our family finances at the time and I couldn’t make any headway with the pension provider on my own. I had more or less given up and assumed the issue couldn't be solved. Daniel very patiently and persistently worked through this issue and delivered a great result for us. He kept me in the loop and always had time for a quick call or Zoom to reassure me. He has a great way of explaining complex financial products and has a friendly, approachable style. The firm has since conducted a review of all my pensions to make sure I am on track with my retirement plans. Having solved one major problem for me this year, I have every confidence the firm can improve my financial decision making in the coming years.

Dan has been very helpful in advising me on how to invest an inheritance and secure my pension income for the long term. He is friendly and approachable and explains things very clearly. I would have no hesitation in recommending him.

I was recommended to Dan at Hartley Ross and I couldn't be more pleased with the guidance and support I've received! For my very first meeting he took the time to understand my financial goals, explain my options clearly, patiently and create a tailored solid plan that felt realistic and achievable. Thanks to his knowledge, I've been able to consolidate my finances including my pension, and now have everything in one place, making it far easier to manage along with a simple easy system to navigate, I genuinely feel more confident and in control & feel I can enter retirement now with confidence! I would highly recommend Dan to anyone looking for honest, thoughtful and professional financial advice, its a real game changer!

A personal and friendly service from Dan at Hartley Ross who looks after my financial needs efficiently and professionally. Attention to detail and going the extra mile to sort out my company pension was much appreciated. Definitely recommend as a first class financial service with extensive knowledge. Thank you Hartley Ross.

I recently worked with Dan at Hartley Ross to set up an investment platform and establish an effective investment strategy. Dan handled everything, from setting up the platform to making the initial investments, making the process seamless and stress-free for me. He was incredibly clear in his communication, quick to respond to my questions, and made me feel very confident in the decisions we were making together. I highly recommend Dan and Hartley Ross to anyone looking for a knowledgeable and trustworthy financial advisor.