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Pension Offices

Hartley Pensions - SIPPs, SSAS, ISAs & More

Hartley Pensions offers a range of financial services including SIPPs, SSAS, ISAs, and more. With their expertise in pension offices, they provide comprehensive solutions for their clients' retirement planning needs. Based in Bristol, England, Hartley Pensions is committed to delivering high-quality financial services to their customers.

Introduction to Hartley Pensions SIPPs, SSAS, ISAs & More

Hartley Pensions is a financial services company based in Bristol, England. The company has been providing pension services for over 40 years and has become a leading provider of self-invested personal pensions (SIPPs), small self-administered schemes (SSAS), individual savings accounts (ISAs), and more. What sets Hartley Pensions apart is its commitment to providing personalized service and expertise to each of its clients.

Services & Products

Hartley Pensions offers a wide range of services to help customers plan for their retirement. Their main services include SIPPs and SSAS, which allow customers to take control of their pension investments. In addition, they offer ISA services, which provide tax-efficient savings options for individuals. The company also offers pension transfers, property purchases, and other financial planning services.

Location

Hartley Pensions is located on the 5th floor of 25 Marsh St in Bristol, England. The building is situated in the heart of the city and is surrounded by a variety of businesses, including restaurants, cafes, and shops. The area is easily accessible by public transportation, with the Temple Meads train station, Bristol bus station, and Cabot Circus shopping center all within a mile of the office.

Benefits

Customers choose Hartley Pensions because of their commitment to personalized service and expertise. The company's team of experienced professionals works closely with each client to develop a customized investment plan that meets their unique needs and goals. Additionally, Hartley Pensions offers competitive fees and a wide range of investment options to help customers maximize their retirement savings.

Good to Know

Customers should be aware that Hartley Pensions is focused solely on pension services and does not offer other financial services such as banking or insurance. However, the company's expertise in the pension industry allows them to provide specialized services and advice to their clients.

Reviews

Customers rave about the personalized service and expertise provided by the team at Hartley Pensions. Many note that the company's focus on pension services allows them to provide a level of expertise that is unmatched by other financial service providers. Overall, customers feel confident in their investment plans and appreciate the attention to detail provided by the team at Hartley Pensions.

Amenities

  • amenity
    free consultation
  • amenity
    online payments
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    retirement planning
  • amenity
    financial planning
  • amenity
    investment management
  • amenity
    pension advice
  • amenity
    risk management

FAQ

Reviews

  • John Standen

    This is the second SIPP company I have had the misfortune of dealing with , the first got closed down by the regulators for rule breaches and were taken over by Hartley over which I had no say and now Hartley are the subject of breaches! Trying to sort out anything with Hartley is impossible e mails go unanswered for months on matters that are very important costing the me the client significant financial loss. Appalling.

    26-03-2023

  • janet underwood

    I phoned up in september 2022, they said I had a lump sum, so I filled out the document to have my entire pension, sent it of on the 12th October 2022 had no reply, phoned up yesterday 3rd January 2023 I cant have my entire pension also got to leave £2000.00 in because with hartley being into administration. Also noticed I'm losing money each time I ask how much pension I got

    26-01-2023

  • Kirsty Whittaker

    After being missold a SIPP many years ago I had a lucky escape and didn't sign the store pod agreement that was being set up by Berkeley Burke as it sounded far too risky, so thankfully missed out and didn't loose everything. It was then transferred to the Prudential, however was never fully explained that I would be paying the Prudential fees direct from the pension pot, plus would be sent an annual bill for management fees from BB meaning the pension value is decreasing over time. Roll on several years, the cash account is empty, BB now gone bust have been transferred to Hartley are still sending invoices for management fees. I've spent 5 years and 2 different financial advisors trying to get information from them to allow a transfer out. It took a formal complaint and very dogged determination from my current financial advisor for the transfer out information to be released. 6 weeks after the transfer out request was submitted to Hartley they announced that all transfers are suspended. Yet again blocking all attempts for investors to get hold of their money. I've written off the pension and am now wondering how much I will owe them when I reach retirement age

    26-10-2022

  • Daniel Gray

    So I see Hartley Pensions have gone into Administration, the cash cow that they thought was Berkeley Burke SIPP policy holders and other SIPP companies has been their downfall. The FCA were aware of their actions yet did nothing. I suspect we will be moved onto another reputable company to fleece us of the little we have left. Shameful.

    26-08-2022

  • Ron Norris

    Worse than Berkley berk

    26-07-2022

  • Andrew Waites

    Reading the reviews that berrate Hartley they mostly eminate from people who have had failed SIPPS transferred to them. The failure is in the Berkley Burke and Greyfriars who went into administration and yet people are moaning at Hartley. Hartley have to charge fees or they too will go bust. You need to get pension advice as a SIPP is clearly not for you. As for Hartley, I have to say they have proven a very competent company to date for me.

    26-07-2022

  • michelle humphrey

    These guys have sat on MY money for years,! They deduct an annual fee, for doing sweet FA! They have failed to send Bank Statements since 2018! They do not send out requested forms to withdraw my pension! They DON'T answer emails! They are a shambolic company and I will be taking the matter up with the Financial Conduct Authority! There is no professional personal touch!

    26-05-2022

  • paul woodwards

    26-05-2022

  • L MG

    I am another unfortunate who had a Berkeley Burke SIPP taken over by this company. They are currently ignoring requests to release my files to a legal firm acting on my behalf, yet they had the cheek to send me another fee invoice for managing my worthless investments recently. I would advise anyone to avoid this company at all costs, they behave like barefaced thieves and are just as bad as Berkeley Burke were. If it was possible to give them no stars I would.

    26-05-2022

  • Stephen Dodd

    Absolute sharks never ring you back and now they have lost my money unbelievable trying to get hold of anyone is joke they need to get there act together

    26-05-2022