Hartley Pensions

Financial Services in Bristol, South West England
Financial Services in Bristol, South West England In 1981, the company established itself as a SSAS provider and in 2001 opened its first SIPP. We now, in addition, offer ISAs, QNUPS, QROPS and Life Assurance. We are also third party pension administrators for one of the UKs leading investment and trading platforms.

We pride ourselves on establishing and maintaining long-lasting relationships with our business partners and clients by providing them with professional, friendly and personalised administration. Our products are designed to be flexible, straight-forward and relevant to our clients needs.

Upon joining the Wilton Group in 2015, we expanded the range of products and services available to our clients and are thus delighted to be in a position to provide innovative and flexible wealth management solutions.
Social Profiles

Contact Details

Address
5th Floor, 25 Marsh Street
Bristol, South West England
BS1 4AQ
Phone
Driving Directions

Products & Services

Pensions
read moreHartley SIPP administrators are pension professionals, not call centre staff. All of our SIPP team either hold or are working towards industry-recognised pension qualifications.

If one of our pension administrators are unable to answer your queries we have in-house compliance and technical support teams with over 50 years of industry experience, which means we can answer any complex queries timely and efficiently.

We offer a wide range of products that are tailored to your individual requirements

Testimonials

Ajaz Ahmed
read moreExcellent service from HP in dealing with our SIPP investment. Cannot fault them in the way that they have conducted themselves. A special mention to Andy who has been fantastic, swift and totally professional in helping secure our investments.
Rob Lawler
Apr 20, 2021
Recommend!
I've dealt with Hartley for a number of years, pleased to have all my pensions in one place. Helpful and knowledge team.
Value for Money
Service & Support
Quality
Location
Nigel Danzelman
Apr 23, 2021
Efficient & friendly
We've worked with Hartley for a while and have found them efficient and friendly to deal with.
Value for Money
Service & Support
Quality
Location

From Website

Hartley Pensions
read moreHartley Pensions have provided pension products to clients for over 35 years. Every client gets their own personal Pension Administrator, who holds industry-recognised qualifications. To us, you are not just another customer we understand that every client has specific requirements. We are here to make the complex world of pensions simple. We are not a call centre, your calls are answered by a trained pension professional. We are so confident you will be impressed with our service that we do not charge a fee to transfer out to another pension provider.
About Us
read moreCurrently the annual allowance for the 2019-2020 tax year is 20,000. All monies in an ISA remain tax-free and at Hartley we have a range of products to choose from. We currently offer the Hartley Stocks and Shares ISA, the Hartley Innovative ISA and the Hartley Junior ISA (JISA). Our transparent charging structure, choice of investments and individual customer care are among the many benefits of choosing Hartley as your ISA provider. Upon opening an ISA with us you will be assigned a highly-trained ISA administrator who can answer any enquiries you may have.
Rating
Value for Money
Service & Support
Quality
Location
Overall
Rated 5 of 5 from 2 reviews
Hours of Operation
Monday09:00 AM÷05:00 PM
Tuesday09:00 AM÷05:00 PM
Wednesday09:00 AM÷05:00 PM
Thursday09:00 AM÷05:00 PM
Friday09:00 AM÷05:00 PM
SaturdayClosed
SundayClosed
  • Get free estimates
  • No obligation, no pressure
  • Save time and money
Get Free Quotes