Hartley Ross - Gerrards Cross

Hartley Ross: A Trusted Financial Consultant

For individuals and families seeking expert financial consulting services, Hartley Ross presents a compelling option. Located at 1 Chalfont Park, Chalfont St Peter, Gerrards Cross SL9 0BG, United Kingdom, and reachable at 3300581898, Hartley Ross offers a personalized and professional approach to managing your financial well-being. Their website, hartleyross.com, provides a comprehensive overview of their services and expertise.

About Hartley Ross

Hartley Ross operates as an independent financial consultant, specializing in providing tailored advice and strategies to meet diverse client needs. They focus on building long-term relationships grounded in trust and a deep understanding of their clients' financial goals. The company prides itself on a client-centric philosophy, prioritizing open communication and proactive financial planning.

Key Services and Specialties

While the specific offerings may evolve, Hartley Ross generally provides services encompassing:

• Retirement Planning: Assisting clients in developing robust strategies to secure their financial future in retirement.
• Investment Management: Providing guidance on investment selection and portfolio construction, aligning with individual risk tolerance and objectives.
• Financial Planning: Creating comprehensive financial plans that address budgeting, savings, debt management, and estate planning.
• Tax Planning: Offering insights and strategies to optimize tax efficiency, ensuring clients maximize their after-tax income.
• Wealth Management: Helping clients grow and preserve their wealth across various asset classes.

Hartley Ross emphasizes a holistic approach, considering all aspects of a client's financial life to develop a cohesive and effective plan. They are committed to staying abreast of the latest market trends and regulatory changes to ensure their clients receive the most up-to-date and relevant advice.

Location and Accessibility

The office is conveniently located at 1 Chalfont Park, providing easy access for clients in the surrounding area. For clients with mobility considerations, Hartley Ross offers a wheelchair-accessible car park, demonstrating a commitment to inclusivity. Within the office, facilities include a toilet, further enhancing the client experience. It's important to note that appointments are required, ensuring dedicated time for personalized consultations.

Client Feedback and Reputation

Hartley Ross has garnered positive feedback from its clients, evidenced by a remarkable average opinion of 5/5 on Google My Business. Currently, the company boasts 9 reviews, reflecting a strong track record of client satisfaction. These reviews consistently highlight the consultant’s expertise, professionalism, and dedication to understanding and meeting client needs. Here’s a summary of common themes from the reviews:

Clients appreciate Hartley Ross’s ability to explain complex financial concepts in a clear and understandable manner. They also value the consultant's willingness to take the time to listen to their concerns and develop tailored solutions. The high ratings suggest a consistently positive client experience.

Recommendations for Prospective Clients

For individuals seeking a knowledgeable and trustworthy financial consultant, Hartley Ross is certainly worth considering. Here are some recommended steps for prospective clients:

• Schedule an Appointment: Contact Hartley Ross at 3300581898 to arrange a consultation.
• Prepare Questions: Before your appointment, take note of any specific financial questions or concerns you have.
• Be Open and Honest: Provide Hartley Ross with a complete and accurate picture of your financial situation.
• Review the Plan: Carefully review the proposed financial plan and don’t hesitate to ask for clarification on any aspects you don’t understand.
• Consider the Recommendations: Discuss the recommended strategies and determine if they align with your long-term goals.

Hartley Ross’s commitment to providing appointments recommended further underscores their dedication to delivering a focused and productive consultation. The website offers additional resources and information to help you assess whether their services are a good fit for your needs. Overall, Hartley Ross represents a reliable and client-focused option for those seeking sound financial advice.

Contact Information

Address: 1 Chalfont Park, Chalfont St Peter, Gerrards Cross SL9 0BG, United Kingdom

Phone: 3300581898

Website: hartleyross.com

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👍 Reviews of Hartley Ross

Kerry C.

5/5

This review is specific to Luke Hartley, Senior Partner at Harley Ross. My experience of the service, advice and assistance provided by Luke is that he delivers to a five star level. He went to considerable effort to learn about and understand my future plans and attitude to risk; helpfully discussing and challenging both aspects to ensure that I could start looking at the next steps with a very clear sense of direction.

Luke helped me think through what and how I need to invest in order to achieve the future I envisage within the risk barriers that I need to feel safe. He took a good deal of time to help me understand the products he would recommend and demonstrate how they match my requirements while also highlighting potential risks.

Luke is extremely approachable and responsive - no question feels stupid and answers are not wrapped in gobbledegook.

A huge bonus is the very easy to use online platform both for the management and tracking of my portfolio and for ongoing engagement with Hartley Ross.

I was extremely nervous about engaging with a Financial Advisor and all I can say now is that I am sorry I left it so long. The charge paid, for me, is far outweighed by the benefits I have now received.

Jack B.

5/5

Luke is helping us get our family’s affairs in order. His experience and knowledge has given us so much information on subjects that would have taken us months to figure out. His clear advice has helped us understand the pros and cons of mortgages, pensions and inheritance. This has allowed us to make informed decisions on how we want to progress with our financial planning to secure our future. Having gone through this process with Luke, I couldn’t recommend him enough!

Brett M.

5/5

Luke translates the high art of pension planning into lay terms to enable my understanding. He puts our positive enjoyment of retired life front and centre

malcolm O.

5/5

having Known Hartley Ross( Luke) for about 15 years now, he has been a real inspiration to me when it comes to giving me advice about my financial affairs.I trust him implicitly and would recommend him to any person seeking advice regarding their financial wellbeing. Be it shares ,pensions or any financial planning.

Daniel B.

5/5

Luke helped me set up my wife and I's finances for our companies in such a way that was much more tax efficient than I had it set up with our previous advisor. He made me realise that I was leaving money on the table and in just the few years I've been working with him he has more than paid for himself, from being a port in the storm when I'm wobbling over the economy to just straight up financial gains, and I've grown to trust more and more his strategic analysis of how we should approach my plans. Would thoroughly recommend Hartley Ross, especially to start ups.

Antonia H.

5/5

Luke has been incredibly helpful over the last couple of years, offering great advice, and I appreciate his pragmatic, straight forward approach to finance and in helping us plan for the future.

Gary M.

5/5

Super helpful, very knowledgeable, responsive, passionate about getting the best outcomes and very amiable to boot

Gillian T.

5/5

Would highly recommend Hartley Ross for their excellent customer service. Dan kept conversation professional without using jargon. Thank you Dan