Reviews of Hartley Ross. (Financial Consultant) in Cardiff (South Glamorgan).

Hartley Ross

20 Reviews

20 Comments

Financial Consultant

Financial planner

Cardiff Bay Business Centre, Forgeside House, Forgeside Cl, Lewis Rd, Cardiff CF24 5FA, United Kingdom

Description

Information of Hartley Ross, Financial Consultant in Cardiff (South Glamorgan)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Hartley Ross

Reviews of Hartley Ross

A. C.

Hartley Ross provided sound financial advice when I was looking to consolidate my pensions due to a change in my working circumstances. Their advice was clear and they fully explained the options available and then the best financial option for me to achieve my financial goals based on my circumstances. Hartley Ross have been very diligent and professional in all their communication helping me achieve that financial goal.

J. B.

I'm an independent consultant and approached Dan to help with financial planning, having transitioned from permanent employment. Hartley Ross has helped with all aspects...pensions, insurance, savings, mortgage, junior ISAs offering support for both my business and my family. What I have found most invaluable is having an objective view of my financial position, my goals and my aspirations. I've always considered that I'm pretty competent at finding the best mortgage or the best savings account, but having Dan re-evaluate my entire estate it has led to insights and ideas that I just wouldn't have considered myself. We have sat down and discussed my aspirations for the immediate, 5 years, 10 years and that has helped with planning things. It has been a really invaluable experience. I have had no concerns referring friends and associates to Hartley Ross.

O. W.

Dan recently helped me arrange a long term savings plan for my child. He provided a great service, taking time to understand my requirements. He did all the research and provided an investment that matched my needs and level of risk. I felt confident in Dan's knowledge of investments and he made the whole process efficient and straightforward. I thoroughly recommend Dan and Hartley Ross.

P. D.

I've known Dan for a few years and always found his advice not just knowledgeable, but practical and tailored to my circumstances and risk level. When I started by business, Dan gave great advice about the various insurances that would normally be looked after by my employer and helped choose the policies and cover levels needed. With the huge range of options available, Dan made it easy for me to understand the policies that actually provided value and saved me a huge amount of time from having to research the policies myself. I would happily recommend Dan to anyone looking for investment or insurance advice.

M. C.

Dan helped with my pension transfer. I have no spouse and wanted to retire early. I was also concerned that after working for Lloyds Bank for 40 years on a final salary pension my son would not be entitled to anything. Dan helped with my pension review, as well as reviewing my insurances along with savings and investment planning. Dan kept in touch with phone calls, arranged meetings and emails to keep me up to date which is very important through each step by step process. After several consultations the outcome suited my needs and requirements and the personal touch, which doesn't happen with other financial advisers I have worked with. Dan was superb and would highly recommend him to my friends, family and other colleagues I have worked with. Superb service from start to finish and Dan's response rate when contacting him is brilliant. Thank you so much for looking after my portfolio. Can't thank him enough awesome results!

C.

I was very nervous about seeking financial advice but Dan Ross was very professional, patient and knowledgeable and gave me the reassurance I needed to review my pension arrangements. Dan clearly set out his recommendations and explained the pro's and con's of each option. He made the process as easy as possible and I am confident that my pension is now invested in suitable funds to achieve my retirement goals. I would highly recommend Dan to anyone looking for pension advice.

G. R.

When I first contacted Dan 6 years ago I did feel a little out of control of my finances. My original plan was to use my pension to pay off a loan. Dan showed me several options that would not impact on my pension but made more financial sense. Since our first meeting he has also helped with our mortgage and recently advised me with some inheritance I received. With Dan’s advice I now feel much more in control of my finances and definitely more confident about my retirement.

S. G.

I have known Dan Ross as a financial advisor for around 7 years. During this time I have found him to be a first class advisor. He is always clear in his recommendations and carefully explains any potential risk involved. I have absolute faith in him, and I know that he always has my best interests at heart. I would recommend him to anyone needing advice.

A. C.

Dan arranged the transfer of my Occupational pension,enabling me to retire a lot earlier than expected. I always receive prompt and extremely courteous service with access via forms of media. I have been extremely impressed with the outcomes and the investment returns despite the difficult economic times we have recently experienced.I would highly recommend Dan and his firm ...thank you for making such a difference.

K. E.

I was seeking financial advice a few years ago for an important lifetime change and Hartley Ross was recommended to me by several acquaintances who had enjoyed their services. Dan Ross is very much involved in delivering financial solutions and options, with much care taken to ensure that you fully understand the investment vehicles and that your choice of investment is the right one to meet your future financial needs. The contact feels very personal, with 121 calls (or face to face on Zoom since Covid) set up to suit you and the on line dashboards give you instant information about your investments. You can also attach accounts that are not directly managed by Hartley Ross, so you can have a snap shot of everything on one platform. In the current uncertain financial climate, it’s great to know that one thing is certain. We will always receive a fabulous, well considered service from Dan and his team at Hartley Ross – thank you.

L. T.

Dan has been my financial advisor for 6 years. Initially helping me invest money I was saving for a house deposit and since then in arranging a mortgage and subsequent protection and life insurance. He is always professional and explains things clearly. He is also helping me consolidate my pensions that I have accumulated over the years from various jobs.

D. O.

I moved around jobs quite a bit in the late 90's and 00's which left me with a number of pensions scattered all over the place. After a protracted divorce I needed to clean up all of my finances. Dan took time to research each of the existing plans, walk me through the position I was in and helped put in a more comfortable and stress free position. I would, and have, recommend Dan and the Hartley Ross team without hesitation.

C. H.

I had a very complex pension scenario, Dan most importantly listened, then challenged my thinking and after a very thorough journey facilitated the plans that I am 100% sure will fulfil my plans and aspirations.

I. M.

Dan was recommended to me by a mutual friend,and right from the start he made me feel very comfortable about investing my money. He explained everything very clearly, including any possible risk, and showed me how to access any information regarding my investment

T. K.

No hesitation recommending Dan and Hartley Ross LLP. Professional and efficient, I see him as a trusted advisor and a key part of my financial planning.

H. J.

Professional, efficient service where nothing was too much trouble to achieve the outcome I wanted in the manner I wanted. I would highly recommend especially in relation to Pension Transfers.

t. k.

Explaining in simple terms how best to invest money in a safe and productive manner, and making the processes stress free, also Daniel is always available to assist and offer advice

P. S.

Very impressed with Dan's professionalism and would recommend him whole-heartedly. He explains complex issues clearly, and tailors his services to our individual requirements.

m. h.

Have always had great service and fantastic advice off Dan always available and will go out of his way to help you .Would highly recommend Hartley Ross without hesitation .

N. R.

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