Who we are

Awards & accreditations

It matters to us that we achieve the goals we set ourselves. Which means we’re very pleased to have received the following recognition:

The Gold Standard is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles.
Firms can adopt and promote this standard and principles, so consumers can better understand and find good advice, and be confident they are dealing with a firm that is going beyond minimum requirements when giving financial advice.

The Pension Transfer Gold Standard

Associate Firm status is awarded by the Chartered Insurance Institute (CII), the professional body for insurance and personal finance.
Associate firm status demonstrates our commitment to a set of 8 core professionalism principles and Code of Ethics, set out by the Personal Finance Society (PFS).

Three of our team, Michael Blair, Mark Futcher and Simon Moriarty, are Chartered Financial Planners. Chartered status is awarded by the Chartered Insurance Institute (CII), the professional body for insurance and personal finance.

Two of our advisers are featured in the VouchedFor 2021 Guide to the UK’s Top Rated Advisers.

As part of our determination to promote gender diversity within our industry, we are delighted to announce that Hartsfield has joined the Women in Finance Charter.
This is a commitment by HM Treasury and signatory firms to work together to build a more balanced and fair industry.

Finalist at the Professional Adviser Awards 2020 in the ‘Adviser firm of the year – South West’ category

Professional Adviser Awards

Our Head of Financial Planning, Joy Wisniewski has been selected as a finalist for three Women in Financial Advice Awards 2020:
Financial Adviser of the Year – South West
Role Model of the Year
Most Inspiring Returner

Three of our advisers are featured in the VouchedFor 2020 Guide to the UK’s Top Rated Advisers.

Top Rated Advisers

Two of our advisers were featured in the VouchedFor 2019 Guide to the UK’s Top Rated Advisers.

Finalist at the Professional Adviser Awards 2017 in the ‘Adviser firm of the year – South West’ category

Finalist at the Professional Adviser Awards 2016 in the ‘Adviser firm of the year – South West’ category

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