0292 227 9219
Based in Cardiff
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2018
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 31 March 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Daniel has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
14
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 8 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 31 March 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Daniel has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
14
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 8 first impressions)
Hi, I’m Dan. I’m a Senior Partner at Hartley Ross and Chartered Associate of The London Institute of Banking & Finance (LIBF). I specialise in: • Investment and retirement planning for individuals and businesses • I also work closely with charities and trusts Who is Hartley Ross? An award winning, independent financial planning and wealth management firm with offices in London and Cardiff, we help people nationwide achieve their goals. Financial planning built around your needs. We work with people who are: • Building wealth • Planning for retirement • Preserving legacies • Running a business Build your future your way. Taking the first step can be the most daunting part of getting financial advice – but we’re here to help. • Call us on 0330 058 1898 • Email Daniel@HartleyRoss.com If you’re interested in a free, no-obligation consultation, please get in touch. About Dan In 2004, Dan graduated from Cardiff University with an Honours degree in Business Administration. Between 2004 - 2007, Dan provided advice and guidance on mortgage, equity release and insurance solutions. In 2007, Dan joined Lloyds Bank and provided financial advice in Bristol and South Wales. Dan was promoted into Lloyds Private Banking’s Wealth Management team and was responsible for building and maintaining relationships with high net worth individuals and corporate clients. In 2014, Dan took voluntary redundancy. Between 2014 and 2016, Dan partnered with national advice network, True Potential, helping grow a network of local professionals, providers, product specialists and investment managers. In 2016, Dan co-founded independent advice firm Hartley Ross with Luke Hartley. Hartley Ross have in-house specialists for investing, retirement planning, mortgage arranging, equity release and insurance arranging. They have professional links with conveyancers, brokers, will writers, solicitors and accountants; providing you with a one-stop shop for all of your financial needs. In 2023, Hartley Ross featured in the New Model Adviser Top 100 advice firms in the UK.
Offers available through VouchedFor
Contact Daniel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Daniel's clients
Based on responses provided by clients who have reviewed this adviser
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VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Investments we recommend are designed to be held for the medium to long term. This means 5 years or more. The value of your investments can go down as well as up, so you could get back less than you invested. A mortgage recommendation will only be made after a full assessment of your needs. Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. Equity Release refers to lifetime mortgages. Hartley Ross Ltd is registered in England and Wales as a private limited company no 12503797. Registered office, Unitek House, Churchfield Road, Chalfont St Peter, Bucks, SL9 9EW. Authorised and regulated by the Financial Conduct Authority. Hartley Ross Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 924765. Hartley Ross advisers will not enter into any form of contract by means of email, advert or promotion. All contracts to which Hartley Ross is a party are documented by other means.