Who we are

Approach to fees

Clarity matters

In line with our values, we operate a fair and transparent approach to fees.

Our fee structure aims to encompass the full scale of services we offer, from one-off transactional financial advice to comprehensive lifestyle and financial planning, while keeping it as simple as possible.

We believe structuring our fees in this way has many benefits.

Our fee philosophy

It’s fair

Our fee structure reflects the amount of time and work that is required for each type of service, which makes it fair for both you and us. It also reflects the fact that fostering an ongoing relationship with a financial planner has been shown to produce better financial outcomes for clients.*

It’s clear

You will always know in advance how you are being charged and what you are being charged for. There are no hidden costs or nasty surprises.

It provides choice

As independent financial advisers, we’re able to provide you with the full range of options, meaning your decisions won’t be constrained by limited choices. We’ve applied the same principle to our fee structure. We believe you should be entitled to choose the package of services that suits you.

It provides value for money

From one-off services to long-term wrap-around support, you can achieve the outcome you desire with our help. Our financial and lifestyle planning services are designed around your goals, which is why our fixed fees are agreed once we know you and your needs.

What matters most to you?

We asked our clients what they value most about their relationship with us. This is what they told us.

Providing a 'safe pair of hands' 69
Value for money 44
Our knowledge and experience 55
Investment management 49
Other 9
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*Results taken from Hartsfield Client Survey, March 2020

Why choose us

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