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 in 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. Which is why it’s very important to get expert help and advice when looking to build an investment portfolio.

Read more about investment 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

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.

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.

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.

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

We take great personal pride in improving the lives of our clients and working with you to achieve financial freedom. Which means we love hearing about our clients’ success stories, and the part we played.

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

If you’d like to speak to us or book an initial meeting, you can contact us directly or, alternatively, drop us a message here.

Bristol Office

Cheltenham Office

Wiltshire Office