Home United Kingdom Wales Hartley Ross

Hartley Ross

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

+44 330 058 1898

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Detailed Information

Place Types Insurance agency
Address Cardiff Bay Business Centre, Forgeside House, Forgeside Cl, Lewis Rd, Cardiff CF24 5FA, UK
Coordinate 51.4766009,-3.1537532
Website http://hartleyross.com/
Rating 5
Compound Code FRGW+JF Cardiff, UK

Openning hours

Monday 9:00 AM – 5:30 PM
Tuesday 9:00 AM – 5:30 PM
Wednesday 9:00 AM – 5:30 PM
Thursday 9:00 AM – 5:30 PM
Friday 9:00 AM – 5:30 PM
Saturday Closed
Sunday Closed

Photos

Reviews

Martine Christopher (10/12/2020)

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!

Gail Roxburgh (10/07/2020)

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.

mike hughes (11/27/2020)

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 .

Ceri (08/06/2020)

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.

Tim Kibby (11/18/2020)

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.

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