Build your future your way

Bespoke financial planning and wealth management services designed around the life you want.

Is this you?

How should I build my wealth?
Am I paying too much tax?
When can I afford to retire?
How can I protect my legacy?
Can I afford to help my family or friends?
How do I safeguard myself or my business?

If you've got similar questions about your financial future, we can help you answer them and provide a plan for your future.

We work with people who are…

Building wealth
Planning for retirement
Enjoying retirement
Looking for a mortgage
Running a business

Our team

We’re here to make your financial world simple. Whatever you need, we’ve got a specialist to help.

Dan Ross

Director & Financial Planner

Luke Hartley

Director & Financial Planner

Andrew Goman

Mortgage, Equity Release and Protection Adviser

Roberto Cervi

Mortgage and Protection Adviser

Matthew Williams

Mortgage, Equity Release and Protection Adviser

Amanda Watson

Personal Assistant

Natalie Smith

Paraplanner

Christian Markwick

Head of Adviser Support

Katie Ross

Business Support

Colin Stewart

Paraplanner

Richard Allum

Head of Paraplanning

Debra Wilde

Personal Assistant

Keeley Paddon

Pension Specialist

Our clients

100

%

of our clients are satisfied that we understand their objectives and priorities

100

%

of our clients believe working with us has helped them achieve their financial goals

95

%

of our clients would recommend us to other people

Mark Bodger
Mark Bodger
2022-07-08
Dan was recommended to me and it has been a pleasure having him help me sort out my rather complicated pension arrangements. Dan has helped make sense of what to do with five separate pensions - and we have now been able to pull together those that can be, so I can now see what's what! Due to the advice Dan's provided I'm planning to retire three years earlier that I'd originally thought possible - and have been impressed with the support Dan has provided to make sure we've been looked after as a family. Dan has also provided useful guidance around tax issues that will be different when I retire, things that I wouldn't have discovered or thought of myself. Dan is great at keeping in touch, prompt to respond to any queries, but will never rush you into making decisions. He has a genuine desire to help you make the right choices through his thought provoking questions. I found what I thought was going to be a painful process much easier thanks to the way that Dan guided me through the whole process.
Andrew Coleman
Andrew Coleman
2021-11-10
Hartley Ross provided sound financial advice when I was looking to consolidate my pensions due to a change in my working circumstances. Their advice was clear and they fully explained the options available and then the best financial option for me to achieve my financial goals based on my circumstances. Hartley Ross have been very diligent and professional in all their communication helping me achieve that financial goal.
Justin Bird
Justin Bird
2021-05-03
I'm an independent consultant and approached Dan to help with financial planning, having transitioned from permanent employment. Hartley Ross has helped with all aspects...pensions, insurance, savings, mortgage, junior ISAs offering support for both my business and my family. What I have found most invaluable is having an objective view of my financial position, my goals and my aspirations. I've always considered that I'm pretty competent at finding the best mortgage or the best savings account, but having Dan re-evaluate my entire estate it has led to insights and ideas that I just wouldn't have considered myself. We have sat down and discussed my aspirations for the immediate, 5 years, 10 years and that has helped with planning things. It has been a really invaluable experience. I have had no concerns referring friends and associates to Hartley Ross.
Oliver Wright
Oliver Wright
2021-02-21
Dan recently helped me arrange a long term savings plan for my child. He provided a great service, taking time to understand my requirements. He did all the research and provided an investment that matched my needs and level of risk. I felt confident in Dan's knowledge of investments and he made the whole process efficient and straightforward. I thoroughly recommend Dan and Hartley Ross.
Peter Davies
Peter Davies
2021-02-09
I've known Dan for a few years and always found his advice not just knowledgeable, but practical and tailored to my circumstances and risk level. When I started by business, Dan gave great advice about the various insurances that would normally be looked after by my employer and helped choose the policies and cover levels needed. With the huge range of options available, Dan made it easy for me to understand the policies that actually provided value and saved me a huge amount of time from having to research the policies myself. I would happily recommend Dan to anyone looking for investment or insurance advice.
Martine Christopher
Martine Christopher
2020-10-12
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
Gail Roxburgh
2020-10-07
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.
Ceri
Ceri
2020-08-06
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.
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Take a look at some of the many 5-star reviews we’ve received from clients over the years.