Trey Vella

HarperLees Financial Planning

Trey's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 1 )

Pensions ( 42 )

Retirement income (annuities, drawdown) ( 30 )

Investments and Savings ( 35 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 23 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 46 )

Financial Mentoring ( 6 )

Reviewers' assets

£500k+ ( 19 )

£200k - £500k ( 10 )

£100k - £200k ( 7 )

Up to £50k ( 1 )

( 1 )

£50k - 100k ( 2 )

Review

by a verified client in Bedfordshire

5 months ago

Overall

Advice

Service

Value

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

As part of my divorce financial settlement initially.

How has Trey Vella helped you?

Trey is always available if I have any concerns or questions and will calmly advise the best path.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression

by a VouchedFor user

6 months ago

Overall

Please provide a brief comment about your experience with Trey

Professional and clear advice that answered all my concernns

Trey:

Hi Jennifer, Thank you for taking the time to leave a positive review based on the initial exploratory meeting. It was great to meet you and I am glad to hear that you found the meeting useful. Although you do not require our services at this current point in time, we would of course be happy to assist if your situation changes in the future. All the best. Trey

First impression

by a VouchedFor user

6 months ago

Overall

Please provide a brief comment about your experience with Trey

Good afternoon Trey, thankyou for your time on Wednesday 28thJanuary 2026. I am most appreciative of the advice given to me. I felt very reassured with the answers to my questions, a professional approach helped me come to decisions I needed to make. Thankyou again. Jennifer Rushworth

Trey:

First impression

by a VouchedFor user

6 months ago

Overall

Please provide a brief comment about your experience with Trey

We had an initial exploratory meeting with Trey, at which he was able to provide a comprehensive response to our concerns

Trey:

Hi Richard, Thank you for taking the time to leave a positive review based on the initial exploratory meeting. It was great to meet you and I am glad to hear that you found the meeting useful. Although you do not require our services at this current point in time, we would of course be happy to assist if your situation changes in the future. All the best. Trey

Review

by a verified client in Norfolk

7 months ago

Overall

Advice

Service

Value

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

I needed to move my pensions

How has Trey Vella helped you?

Trey gave me invaluable advice on moving my pensions and consolidating them, he advised me on how they were currently operating and where improvements could made, and gave me various recommendations he explained everything in detail and to me in easy to understand information and advice, he was constantly in contact and I have been updated and kept informed during all of this process. Trey would always come back to me quickly on any queries, I am very happy with Trey.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing this company I used many years ago to set up a previous employers company pension, I knew them and back then they had strong values, and the work was above and beyond and a lovely, helpful friendly team, so when I needed my personal pensions sorting out I knew who to contact and a firm I could trust, and I was delighted to receive the same service I did back then.

Trey:

Hi Wendy, I hope that you had a great Christmas and New Year. Thank you for taking the time to leave a review and for returning to work with us again after several years. I am really pleased that you have found our service beneficial and that you have had a positive experience. I am looking forward to continuing to work together going forwards. Trey