For when you need more than financial advice

Our Trusted Partners

For when you need more than financial advice

When it comes to financial planning and investments, we know our stuff. But we’re not know-it-alls. Which is why we have expert partners that can help you when we can’t.

It’s important for us to support other businesses, especially those in our community. But it’s more important that these companies share our values, so we only recommend people we trust. And we know this goes both ways since so many of you recommend us to your friends and family because you trust us.

These are just some of the specialists that you’ve asked us to recommend. If there’s a service you need that’s not listed, please just ask.

We love to collaborate and strongly believe in playing to people’s strengths and expertise. So if you like the sound of how we work and share our values, we’d love to hear from you as a potential partner.

Get in touch

Tax and Accountancy

If you’re an investment client, we will advise you on tax wrappers so your money is invested in a tax-efficient way. This can help you achieve your financial goals faster. For anything else related to tax such as individual tax advice or accounting for your business, we recommend the following trusted partners:

Private Client and Family Law

When it comes to the legal side of your finances, it’s always best to speak to an expert. So if you need advice about wills, probate, powers of attorney, financial separation and settlements, or expertise about inheritance tax or trusts, our trusted partners are:

Mortgage Advice and Equity Release

You might be looking for a new mortgage or considering the equity in your home as part of your wider financial plans and assets. For expert advice about mortgages and equity release, we recommend seeking specialist advice from the following trusted partners.

Please note that any referral provided by Hartsfield, or direct contact made towards, a trusted partner will not constitute formal advice. All trusted partners operate under the guidance of their respective professional bodies and as a result, will comply with and assess your needs in accordance with their individual client procedures. And remember if it’s actually financial expertise you need, of course we’d love to chat.

Get in touch

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