Trey Vella

HarperLees Financial Planning

Trey's reviews

Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 1 )

Pensions ( 35 )

Retirement income (annuities, drawdown) ( 23 )

Investments and Savings ( 30 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 18 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 37 )

Financial Mentoring ( 5 )

Reviewers' assets

£500k+ ( 16 )

£200k - £500k ( 7 )

£100k - £200k ( 7 )

Up to £50k ( 1 )

£50k - 100k ( 1 )

( 1 )

Review

by a verified client in Bedfordshire

15 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

A transfer of a SIPP was necessary after a divorce which formed part of my financial settlement. harperlees were recommended by friends and initially with Adrian, my fund was taken over by Trey on Adrian’s retirement

How has Trey Vella helped you?

Trey is an efficient and knowledgable advisor. Always prompt to reply to any questions I may have.

Have you seen the outcome you were hoping for?

We have all experienced a fluctuating market over the past few years. Trey keeps me informed and I am totally happy with his management.

What could they have done better?

Nothing

Trey:

Hi Nicki, Thank you for taking the time to leave a comprehensive review and for your positive comments. It has been a pleasure working with you and helping to navigate your planning concerns. As always, if you need any additional help or support, please do not hesitate to contact me. Trey

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Trey

I had a great introduction meeting with Trey recently. He is very thorough and knowledgeable - the meeting is informative and useful. Trey is very friendly and approachable and he has been transparent about their company processes and fees. Highly recommended.

Trey:

Hi Chiang, Thank you very much for taking the time to leave a transparent review. It was great to meet you and I am glad that you found the initial meeting helpful. We would be more than happy to assist with your financial planning in the future, when the time is right for you. Trey

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Trey

Professional and very knowledgable. Understood what we needed

Trey:

Hi Mike and Linda, Thank you for taking the time to leave your review and for the positive comments. I would be pleased to work with you going forwards to help you to achieve your goals, whilst making your finances more efficient. Trey

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Trey

Trey is knowledgeable,informative and made us feel relaxed and able to ask any questions of relevance. We did not feel pressurised into rushing into making decisions. A breath of fresh air compared to other companies we have dealt with in the past.

Trey:

Hi Keith, Thank you for taking the time to leave a review and for the positive comments. It is always a big decision choosing the right financial planner to trust with your affairs, so i appreciate your support. I am looking forward to working with you going forwards and helping you to achieve your goals. Trey

Review

by a verified client in Essex

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had funds to invest following a business sale and wanted advice about long-term financial planning.

How has Trey Vella helped you?

Trey (and Adrian before him) has helped organise, and continues to review, most key aspects of our family finances. This gives us confidence and security about the future.

Have you seen the outcome you were hoping for?

Yes, without a doubt

What could they have done better?

Nothing to add.

Trey:

Hi David, Thank you very much for taking the time to leave a review and for the positive comments. I am glad that you continue to find value in working with HarperLees and appreciate your ongoing support. It is always a pleasure working with you and i look forward to continuing to do so in the future. Trey