George Hartley

DipPFS

Independent Financial Adviser

George Hartley DipPFS

General Financial Planning, Pensions and Retirement Planning, Investments, Protection Planning , Mortgages, inheritance Tax Planning, and Workplace Pensions.

email: georgehartley@abacusadvisers.co.uk

tel:   01432 343 322

mob: 07976 493 351

location : Stokesley

my expertise

I am based in Stokesley and operate throughout North and East Yorkshire, where I previously lived for over 40 years. I have over 25 years’ experience in the Financial Services industry.

My aim is to help clients to preserve or grow their wealth by providing first rate advice in the areas of investments, all aspects of pensions, wealth management, mortgage finance, insurance, protection and inheritance tax. I also offer my services to the commercial market and have extensive knowledge around workplace pensions.

I am committed to delivering better value and choice for my clients, and a service that is unique. I focus on growing and preserving the wealth of individuals, families and businesses. My clients work extremely hard to build their wealth, and I apply the same effort to ensure their wealth grows as efficiently as possible, with the use of effective portfolio and tax planning.

I aim to provide a professional and friendly service to existing and new customers and firmly believe in building long-standing relationships with my customers, based on an honest and trustworthy approach and always aim to explain things in a straightforward manner.

I offer truly Independent advice and although the majority of my clients are based in North and East Yorkshire I do visit clients in Manchester and West Yorkshire.

 Stages of Advice I would cover on the [Life Events Timeline] are as follows:

Flying the nest, Looking to the future, Making Career Waves, Building a nest, Wedding bliss, Family ties, Growing you space, Ever growing family, Pension perfection, Secure – safe and invested,  Home is where the heart is, Fledglings take flight, New nests to build, Get most from the pensions, Reaching your pensions, Wills and wellbeing, Pension-pension-pension, Reducing your space, Release any equity.

Complete the form below to arrange a discovery meeting

Message George

Mike would love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.

Please leave a message below (including your postcode), and Mike will contact you as soon as possible.

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01432 343 322

Head Office – Hereford

Abacus Associates

Kemble House, 36-39 Broad Street,
Hereford. HR4 9AR

Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.

Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.

Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents.

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 04961992.

Will writing and some aspects of tax planning are not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on a mortgage.

The firm is not responsible for the content of external links.