Helping you make good decisions

Resources

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Guides

Our range of free, downloadable guides have been written to help you further understand the options available to you.

Learn more about Hartsfield Finanical Planners or meet the team.

Your guide to scams and how to spot them

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The top 10 sporting events coming to the UK in summer 2022

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The useful guide to reaching your retirement goals

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Guide: The useful guide to decluttering your home and life

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5 important lessons that Napoleon can teach you about growing your wealth

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Your complete 2021/22 end of tax year guide

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Building a nest egg – How to create financial security for your children and grandchildren

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10 ways to lead a more sustainable life

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The complete guide for first-time buyers

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Leaving an inheritance vs gifting during your lifetime

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The guide to later-life planning and care

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10 simple but effective ways to create a better you

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Your retirement choices: how to generate an income in later life

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10 things that could increase the value of your property

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10 ways to make the most of your garden in 2021

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Behavioural biases, and how they affect your financial decisions

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The 2020/21 end of the tax year guide

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Inheritance Tax and gifting guide

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Your complete guide to mortgages

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Guide to ESG investing

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Revealed: The value of financial advice

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How to get a better work-life balance

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12 key points to consider before you start investing

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Your complete guide to the State Pension

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Everything the bank of mum and dad should know before lending

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The ultimate guide to National Savings & Investments

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8 things to check when you're selecting a protection product

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The retirement transition: A guide to preparing for modern retirement

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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