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 Financial Vulnerability Taskforce is a newly created independent professional body covering the Personal Finance, Insurance and wider Financial Services Sector. Its ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.
Simon Moriarty, was runner up at the Professional Adviser Awards 2022 in the "Paraplanner of the Year" category.
Melanie Dolphin, was runner up at the Professional Adviser Awards 2022 in the "Rising Star of the Year (adviser)" category.
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.
Three of our advisers are featured in the VouchedFor 2020 Guide to the UK’s Top Rated Advisers.
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.