Investment
Trustee
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.
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.
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.
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.
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