Hartsfield Insight

Client portal

All Hartsfield clients are given access to our dedicated online portal. We call it Hartsfield Insight.

For what matters most

You can link whatever important information you like to the portal including your investments, bank accounts, credit cards and insurance documents, alongside anything arranged through Hartsfield.

When you join Hartsfield, your Hartsfield Relationship Manager will provide you with an ‘onboarding’ session to guide you through the app. They will teach you how to link your documents and get the best out of the app.

It’s up to you how much information you decide to share. You are given complete control over the privacy controls at all times, ensuring only those you wish to share your information with can view it.

There are many benefits to using our online portal.

With Hartsfield Insight you can:


Obtain a clear, uncomplicated view of your finances, any time you like


Keep all your financial records together in one convenient place


Monitor your income and expenditure


View your investment portfolio and track daily updates


Track the value of your assets and liabilities over time, even your property price


Reduce or remove the need to log on to multiple financial sites, helping to reduce the risk of online fraud


Gain peace of mind, knowing that your most valuable records are easily accessible and secure.

Your data is always protected

We take the security of your personal and financial information very seriously and using Hartsfield Insight ensures that your data is safeguarded using bank level security and encryption. Our mobile app is further protected with your own six-digit PIN and registered to your personal device.

Enhanced privacy controls

Our privacy controls allow you to decide who your information is shared with, for example your partner or your adviser. You will need to set your privacy defaults when you first log in but all settings can be easily changed when you add individual financial items to your account.

And finally, for your peace of mind

If an emergency situation arises, do you know where you can find all the important details about your assets, liabilities, property and insurances? With Hartsfield Insight, you have the option of bringing all this paperwork together in one place, removing the burden to remember where everything is kept and the risk of losing any of your vital documents. You can even store your will on the portal.

Think of it as your personal digital filing cabinet with all your finances organised and updated.

Get in touch

Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.

Bristol Office

Cheltenham Office

Wiltshire Office