What we do
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
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.
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.
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
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.
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.
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.
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 and wealth management team can help you achieve your objectives, visit our specialist Hartsfield Investment website.
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 have advised me for over ten years on a wide range of financial planning issues and I cannot recommend their services more highly.
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.
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.
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.
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.
Hartsfield client since 2019
We take great personal pride in improving lives and helping you achieve financial freedom. So we love hearing your stories. Here are just a few of our lovely clients, telling us in their own words, what matters most to them and what they love about working with Hartsfield.
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
Who do we work with?
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.