What we do

Investment management

Investment management built around what matters most to you

At first glance, the investment world can appear intimidating. Finding the right investment strategy can seem like a minefield, while competing voices promoting their preferred solutions, only add to the confusion.

But the huge array of options and technical jargon often hides the fact that, at its heart, investing is simply the act of taking your money and placing it somewhere it can grow.

Our team of in-house specialists bring decades of experience counselling clients on the right options for them.

Our investment philosophy

1

Combining art and science

Art and science aren’t words normally associated with investment management, but our philosophy blends both to help you achieve your objectives. We combine modern portfolio management techniques with insights from behavioural finance and psychology. At the same time, our experienced investment managers artfully create a blend of asset classes that – like layers of paint on a canvas – work together to produce compelling results.

2

We adopt a value-based approach

We don’t judge our effectiveness through comparisons with arbitrary benchmarks. Instead, we look at whether your objectives have been met and you have achieved what matters most to you. That’s when we know we have achieved value for you.

3

Consistency is key

We aim to ensure that there are no surprises, achieving consistency of returns based on your chosen level of risk and investment time frame. The scientific method we take to investing ensures that our approach is consistent and reliable, with decisions taken based on evidence.

Investment management aligned with your values and objectives

We provide expert, independent investment advice built around what matters most to you.

We offer an extensive range of portfolio options, enabling us to carefully balance the level of risk you are comfortable with and the approach needed to achieve your objectives. We balance return on investment with a return on life, looking at the bigger picture to help you achieve the income you need to live the life you want.

We also offer Responsible Portfolios, designed to achieve your objectives in a way that is aligned with the UN’s Sustainable Development Goals.

Our purpose in everything we do, is to improve your financial wellbeing and give you the financial freedom to make the choices that are right for you and what matters most to you.

What you can expect from us

Service matters

When it comes to managing your wealth, we balance return on investment with a 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 your goals and to establish which portfolio of investments might best serve your needs.

Choice matters

Our financial planners will help you to understand how much you should invest, plus the level of returns you need and how much risk you need to take, to achieve your objectives. By working in this way, you will feel confident that our recommendations are right for you.

Results matters

High-quality investment management is essential for delivering your financial plan. 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.

For more information on how our investment management team can help you achieve your objectives, visit our specialist Hartsfield Investment website.

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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

Client stories

This is what our clients told us, in their own words, about what matters to them.

Helping Stuart make tax-efficient investments in small companies

Giving Stephen comfort that his wife will be financially secure

Putting Martin’s retirement plans on track

Helping Brian retire and his grandchildren to plan for their retirement

Giving Paul and Catherine confidence that everything will be okay

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