Luke's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 9 )
Pensions ( 23 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 10 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 25 )
Financial Mentoring ( 4 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted help with my pensions and to help make sure I didn't pay too much tax with the new government
How has Luke Hartley helped you?
He's made everything a lot easier to understand and we've now got a plan in place
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing really. He made it all really easy for us.
Review
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We referred to Luke by a friend, after our previous adviser passed away
How has Luke Hartley helped you?
He's really helped explain our tax position as we had quite a complicated setup with previous investments. He then untangled it all and restructured it in a much simpler and more efficient way. The models he made for us have really given us confidence about our retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Caerphilly
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I've been will Luke for a few years now
How has Luke Hartley helped you?
Luke set me up a plan for the household to maximise tax efficiency and retirement income
Have you seen the outcome you were hoping for?
Yes absolutely my pension is looking great I've got clear milestones to aim for and tracking well with a fair wind I may be able to retire a couple of years earlier due to Lukes advice or at very least I know I'll have a good legacy for the kids
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Luke
As new clients of Luke, we are off to a very good start. He very clearly explained the series he will provide.
Review
by a verified client in Buckinghamshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions and financial planning
How has Luke Hartley helped you?
Consolidated my pensions and looked at my overall financial planning for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing