About Us
Hartley Associates is a family run financial advice and planning firm. We have over 40 years of experience under one roof. From investment and retirement planning to helping a young couple get that first step onto the housing ladder. We pride ourselves on our client centric approach and successful results carefully tailored to the clients needs.
Why Choose Us
How we work
Consultation
Arrange a meeting with us with no strings attached and find out how we can help.
Advice
After carrying out a fact find and reviewing your personal situation we can begin to form a suitable recommendation.
Implementation
Once the recommendation has been agreed upon we can use our expertise to deliver the service required. Whether sourcing an acceptable mortgage offer or topping up your pension account.
Ongoing Service
Either through annual reviews or other methods we can ensure that the recommendation provided is still suitable for your situation. We will be able to make changes and research new scenarios based on your changing needs.