Hartley Ross

Helping people like you retire with confidence.

Forgeside House Cardiff Bay Busines, F03 Forgeside Close, Cardiff, CF24 5FA Directions

Tel 0330 058 1898
   Now closed Open Friday 09:00 - 17:00

Business overview

The financial world is changing. Arrange your free financial review to find out more...

Dan is a qualified Chartered Associate of The London Institute of Banking & Finance. He is also Senior Partner and Financial Planner at Hartley Ross, providing financial advice and wealth management solutions to new and existing clients.

Previously, he studied Law and Business Administration; graduating from Cardiff University in 2004. Between 2004 - 2007 he specialised in secured lending and equity release advice. In 2007, he accepted an offer from Lloyds Bank to provide investment advice and wealth management solutions for Lloyds' Private Banking's high-net-worth and corporate clients. Following redundancy in 2014, Dan began a partnership with True Potential Wealth Management, a national independent adviser network, continuing to provide Wealth Management solutions for clients. In 2016, True Potential restructured, presenting the opportunity for one final career change.

Dan co-founded Hartley Ross in 2016. Hartley Ross are a Directly Authorised firm who provide independent financial advice. Currently, the firm has two senior financial planners, three mortgage and protection advisers, a range of support staff and provides advisory services to more than 500 clients.

Photos

Image of Hartley Ross

Prices

Financial Plan and Implementation
From £495

Products & Services

independent financial advisers

fsa regulated

investment consultants

life assurance & pension companies

life insurance

mortgage advice

pensions

tax planning

critical illness insurance

inheritance tax planning

Corporate and Commercial plans

Investment reviews

Pension reviews

Insurance reviews

Lending

income protection insurance

commercial & business finance

buy to let mortgages

equity release

financial planning

investments

mortgages

tax

FCA Regulated

Investment and Trust Companies

Life Assurance and Pension Companies

Life Assurance and Pension Consultants

Child Trust Funds

Business Loans

pension transfers

Credentials

Accreditations

  • Member of London Institute of Banking and Finance
  • Federation of Small Businesses

Qualifications

  • Cemap, Diploma (London Institute of Banking & Finance)
  • Financial Planning, Level 6 Advanced Diploma (Chartered Insurance Institute)

Reviews

Very helpful & patient

5
Following an inheritance after a family bereavement we approached Dan for financial advice. Our main desire was to invest some funds towards our children's futures, however, we also needed to sort out an additional pension, as well as reviewing our personal insurance. We lacked any experience with regard to investments and so met Dan on several occasions to discuss the process. Dan was able to provide us with the information we needed, in an unrushed manner, explaining things clearly and effectively. He was also very helpful in patiently listening to our specific requirements, helping us to further clarify in our own minds what were the key areas of priority within our finances. We are very happy with the advice and help he has given regarding this; and two years on we have seen a healthy return on the investment and now have stronger foundations in place financially for our family. We would thoroughly recommend Dan to anyone looking for financial advice in the future. Stuart W.
Cancel Update
1000 characters limit

Helpful and professional

5
Having dealt with Dan over the past year or so my wife and I have found him to be extremely helpful and professional. He fully understands our financial situation and has due regard for our attitude towards risk. All charges have been explained and he has been clear in his recommendations. Dan has guided us through the True Potential Wealth Platform and has always been available to respond to any queries. Would recommend.
Cancel Update
1000 characters limit