John Hartley

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

General investments and pension planning for retirement

How has John Hartley helped you?

Suggested options for investment and looking to transfer deferred pensions to gain maximum benefit

Have you seen the outcome you were hoping for?

Yes, even in uncertain times, investment is performing well

What could they have done better?

Nothing - impartial, unpressurised advice given to someone who is, by nature, extremely cautious

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

I had recently had some money left as inheritance and wanted to invest it. I didn’t know whether it be in a pension or otherwise. I also wanted advice on my current and previous pension plans

How has John Hartley helped you?

John explained all scenarios and what he thought the best way of investing the money would be. He took me through every step, breaking it down into simple terms that I could understand. He was always at the end of the phone to ask any questions or to contact for any other advice. Also very accommodating in arranging meetings to discuss each stage.

Have you seen the outcome you were hoping for?

Yes

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

Transfer pension

How has John Hartley helped you?

John helped me transfer my pension. He provided helpful advice and explained things in a manner that I could understand (pensions/legalities what I will/won't be able to do etc.) John is very friendly and deals with things in a very professional manner.

Have you seen the outcome you were hoping for?

Too early to tell yet but I trust John to advise if anything needs amending. I would certainly recommend John to my friends and family or anyone seeking a Financial Adviser.

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

Advice about investment and financial planning following retirement

How has John Hartley helped you?

Suggested possible options about financial planning and arranged investment. Made sense of the complex subject of investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was pleased with John’s approach and understanding.

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

Uncertainty of workplace pension scheme.

How has John Hartley helped you?

Advised me accordingly and put my mind at ease.

Have you seen the outcome you were hoping for?

A little early to comment on my personal situation but I’ve seen many positive outcomes on friends & colleagues that gives me satisfaction and optimism I won’t have any doubts.

What could they have done better?

Don’t have any negative comments. Time will tell but I know I’m in capable/safe hands.