Luke Hartley

Luke Hartley Email and Phone Number

Senior Partner at Hartley Ross | Bespoke financial planning and wealth management services designed around the life you want @ Hartley Ross
Luke Hartley's Location
Gerrards Cross, England, United Kingdom, United Kingdom
About Luke Hartley

Hi, I’m Luke.I’m a Senior Partner at Hartley Ross. I qualified as a financial adviser in 2008, while working in the private banking industry. In 2012, I wanted to focus on bespoke client relationships rather than “transactional” advice. As such, I left the bank and founded what is now Hartley Ross.I specialise in:• Advising private clients with their finances• Overseeing the firm’s senior management compliance. Who is Hartley Ross?An independent financial planning and wealth management firm with offices in London and Cardiff, we help people nationwide achieve their goals. Financial planning built around you:We work with people who are:• Building wealth• Running a business• Planning for retirementBuild your future your way:Taking the first step can be the most daunting part of getting financial advice – but we’re here to help. • Call us on 03300 581898• Email info@hartleyross.com• Or send me a DM.If you’re interested in a free, no-obligation consultation, just reach out.

Luke Hartley's Current Company Details
Hartley Ross

Hartley Ross

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Senior Partner at Hartley Ross | Bespoke financial planning and wealth management services designed around the life you want
Luke Hartley Work Experience Details
  • Hartley Ross
    Senior Partner
    Hartley Ross Sep 2012 - Present
    Chalfont St Peter, Bucks
    Authorised and regulated by the FCA. We provide financial planning advice for individuals and families. Our focus is on the individual needs. Making sure that our clients have a clear financial plan that they can confidently follow. This may include advice on cash modelling, pensions, investments, mortgages, retirement planning, tax planning, and various insurances.
  • Honister Partners
    Independent Financial Adviser
    Honister Partners Dec 2010 - Jul 2012
  • Royal Bank Of Scotland
    Financial Planning Manager
    Royal Bank Of Scotland Apr 2007 - Oct 2010
    London City
  • Financial Services
    Underwriter
    Financial Services Sep 2000 - Mar 2007

Luke Hartley Education Details

  • Harrow
    Harrow

Frequently Asked Questions about Luke Hartley

What company does Luke Hartley work for?

Luke Hartley works for Hartley Ross

What is Luke Hartley's role at the current company?

Luke Hartley's current role is Senior Partner at Hartley Ross | Bespoke financial planning and wealth management services designed around the life you want.

What schools did Luke Hartley attend?

Luke Hartley attended Harrow.

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