For what matters most

What we do

You have meaningful goals. We are here to help you reach them.

At Hartsfield Financial Services, we offer an extensive range of services all designed to improve your financial wellbeing, incorporating financial planning, investment management and SSAS services for trustees. 

You can find out about the services we provide on the following pages:

Financial Planning

Whatever your vision for your future, our financial planning services will help you define, deliver and defend your desired lifestyle.

Read more about financial planning

Investment portfolio management

Looking into potential investment strategies can be a minefield. This is why it’s very important to get expert help and advice when looking to build an investment portfolio.

Read about investment & wealth management

Small Self Administered Scheme (SSAS) services for business owners

We are a specialist provider of Small Self-Administered Schemes (SSAS). 

A SSAS can be complex but we’ll be with you every step of the way, helping you set up the scheme, make investments and take benefits when you retire. 

Read more about SSAS services for business owners

What you can expect from us

hartsfield Service matters

Service matters

When it comes to managing your wealth, we balance return on investment with return on life. We look at the bigger picture to help you achieve the income you need to live the life you want.

hartsfield Clarity matters

Clarity matters

Your dedicated financial planner will take you through a step-by-step process to fully understand what your goals are and to establish what portfolio of investments might therefore best serve your needs.

hartsfield Choice matters

Choice matters

Our financial planners will consider the amount you have available to invest, the level of returns you wish to see, when you need access to your money, and how much risk you’re willing to take on. Your financial planner will then work closely with you to ensure that you fully understand each option and its risk level. By working in this way, you can feel confident that whatever options you choose, you do so with confidence.

hartsfield Results matters

Results matters

Results matter. That’s why we’re very proud of the fact that in our 2020 Client Survey, 87.72% of our clients said that working with us had helped, or would help, them to achieve their financial goals.

Our clients

When you leave a review, we do a little happy dance. Yes, really. We care what you think because we care about you. And when you take time out of your busy day to write a review, it means we’ve helped you achieve your goals. Which is what matters most to us.

Each review we receive, is read by the whole team. And if you mention a financial advisor specifically, we make sure to send it to them too. Which really makes their day. Of course, we tell our teams how great they are all the time. But it means so much more coming from you!

We’re straight-talking and we really value transparency. So your reviews keep us honest and help spread the word about Hartsfield financial services. Here are some of our favourites.

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

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