Independent financial planners advising clients in Bristol, Bath, Cheltenham, Wiltshire and beyond.

We care about what matters most to you.

Who we are

We are a team of independent financial planners and pension advisers serving Bristol, Bath, Cheltenham and Wiltshire with offices across the South West.

Our purpose is to improve your financial wellbeing, something we’ve been doing for our clients for over ten years. By building a financial plan around your goals, we will put you in control of your finances and give you the freedom to pursue what matters most to you.

Wealth management and financial advisor Bristol

Meet the team

Our clients

We take great personal pride in improving the lives of our clients and working with you to achieve financial freedom. Which means we love hearing about our clients’ success stories, and the part we played.

Hartsfield Financial Services Limited profile

Testimonials

Hartsfield have advised me for over ten years on a wide range of financial planning issues and I cannot recommend their services more highly.

Stuart Black

Hartsfield client since 2011

A good service with an approachable financial adviser who explained everything in layman’s terms... and provided all without time constraints.

Tonia Smith

Hartsfield client since 2019

I have been very happy with how Hartsfield have conducted my affairs. Full credit to the team and congratulations on their recent inclusion within The Times listing of Top Financial Advisers.

Eddie Owen

Hartsfield client since 2011

My adviser really takes the time to understand my financial needs and strives to ensure that I am comfortable with the investments he makes.

Laura Jaine Hayward

Hartsfield client since 2018

Financial planning demystified! Very helpful, very patient and willing to thoroughly explain all aspects of financial planning. You don't feel pressured at any point.

Tim Hughes

Hartsfield client since 2019

Client stories

This is what our clients told us, in their own words, about what matters to them.

Helping Stuart make tax-efficient investments in small companies

Giving Stephen comfort that his wife will be financially secure

Putting Martin’s retirement plans on track

Helping Brian retire and his grandchildren to plan for their retirement

Giving Paul and Catherine confidence that everything will be okay

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What we do

We offer a broad range of services designed to improve your financial wellbeing, incorporating financial advisor planning, investment, wealth management, and Small Self-Administered Schemes (SSAS) for business owners.

You are currently on our Hartsfield Financial Planning website but you can click through to our specialist Hartsfield Investment Management and Hartsfield Trustee sites here.

Get in touch

If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.

Bristol Office

Cheltenham Office

Wiltshire Office