Daniel Ross

Hartley Ross

Daniel's reviews

Reviewed for

Insurance and Protection ( 17 )

Mortgages ( 13 )

Pensions ( 65 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 31 )

Auto Enrolment ( 1 )

Investments and Savings ( 72 )

Pension Transfers - Non Specialist ( 27 )

Inheritance Planning ( 20 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 20 )

Financial Planning ( 30 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 26 )

£200k - £500k ( 16 )

£100k - £200k ( 8 )

Up to £50k ( 6 )

£50k - 100k ( 5 )

Review

by a verified client in Herefordshire

16 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Needed pension and investment advice for retirement planning.

How has Daniel Ross helped you?

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.

Have you seen the outcome you were hoping for?

Dan sorted out my finances and made me feel reassured.

What could they have done better?

Nothing. First class service - thank you Dan

Daniel:

Thank you for the kind words, Paul - I'm so pleased we could help with your pensions and provide some reassurance around your retirement plans. It’s a pleasure working with you. See you soon, Dan

Review

by a verified client in Somerset

20 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed support with investments and planning for retirement

How has Daniel Ross helped you?

Daniel has thoroughly assessed my situation, explored my aims and fully explained my options throughout the process.

Have you seen the outcome you were hoping for?

Dan has generated an investment portfolio, which fits with my aims and shown me how to view how my investments are performing.

What could they have done better?

Dan is friendly and very approachable. He de-mystifies financial information which I really value !

Daniel:

Thanks so much for your kind review, Gill. I’m really pleased to hear you’ve found the advice clear and aligned to your retirement goals. If any questions come up, just let me know. All the best, Dan

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Daniel

Daniel was very clear with his advice, asking very good questions to help us understand our financial situation and be confident in the decisions we take so that our money works for us in the best way to provide what we need. Daniel helped us to look beyond the obvious and took the time to answer our questions and explain the information behind managing financial activities.

Daniel:

Hi Wendy, Thank you for your kind feedback. I’m delighted to hear that our approach has helped you gain clarity and confidence in your financial decisions. If you decide to sell your rental property, please don’t hesitate to reach out – I’d be happy to discuss the tax implications and help you create a plan for the best use of the proceeds. Best wishes for your retirement! Dan

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Daniel

Daniel has given me useful information and pointers during our call.

Daniel:

Thank you for leaving a review Adeline, If you have any further questions about your investments or pension, please don't hesitate to get in touch. Many thanks, Dan

First impression

by a VouchedFor user

5 months ago

Overall

Please provide a brief comment about your experience with Daniel

Dan was very helpful and informative regarding my pension queries. I highly recommend working with Dan.

Daniel:

Hi Ella, Thank you for getting in touch. If you have any further questions about pension funding or would like an update on your investments, please let me know - I’m happy to help. Wishing you all the best in your new job, and I hope our paths cross again soon! Best, Dan