Our Investment Philosophy

‘MONEY IS LIKE A SIXTH SENSE WITHOUT WHICH YOU CANNOT MAKE A COMPLETE USE OF THE OTHER FIVE’ W. SOMERSET MAUGHAM

Our investment philosophy is simple: at Hartsfield, our aim is to investigate, and then advise on, investments that are best suited to you.

We have a completely bespoke approach, treating all our clients individually, whatever their level of wealth, whatever their attitude to risk, whatever the type of investment interests them. Our aim is to add value to the process of finding suitable investments.

All our expertise is in-house, based on decades of experience and we pride ourselves on a personal service, building up a close relationship with our clients.

Investment philosophy – a scientific approach

Our investment philosophy is based on a scientific approach. We spend a long time analysing data, poring over the information we receive about you, and the informative we uncover about potential investment options, so we ultimately find the perfect match.

Think of us as your personal shopper, who’ll seek out the best combination of clothes for you, rather than an assistant in a high street chain who grabs for the nearest outfit from among the racks of off-the-peg garments.

If you like the sound of our approach and are seeking investment advice based on a truly personal service, and delivered by a team with a wealth of experience in helping people similar to you, then please get in touch with the Hartsfield team to talk about investment management.

 

Taxation of Investments

THE TAXATION OF INVESTMENTS GUIDE

To DOWNLOAD this FREE guide which sets out the basics of the taxation of investments, please click the button below:

 

Investment Planning

INVESTMENT PLANNING AND ASSET ALLOCATION GUIDE

To DOWNLOAD this FREE guide which sets out the basics of investment planning and asset allocation, please click the button below:

 

Making the most of ISAs

MAKING THE MOST OF ISAs

To DOWNLOAD this FREE guide which sets out the basics of making the most of ISAs, please click the button below:

What Is Covered In These Guides?

  • Income
  • Life assurance-linked investment bonds
  • Easing the investment tax burden
  • Key points in planning your investments
  • Platform choice
  • How we can help