Who we work with

Business owners

Your partner through the life of your business

When you run a business, your financial health is never far from your thoughts. But when the buck stops with you on everything from talent to tax, it can mean precious little time for the long-term planning and financial management that matters so much in business.

Our team of experienced corporate financial advisors help busy owner-managers take a step back. By looking at your business through the lens of your personal goals and wider financial plans we will help you to approach problematic areas with renewed focus and a fresh perspective.

Crucially, we’ll also put the focus back on what matters to you. That might include asking you some big questions, such as; Why are you in business? What are you hoping to achieve? What’s your endgame? But by exploring these big areas, we can help you find solutions to the problems that may have brought you to us in the first place, such as what kind of plans you should be making for your retirement, or how you should be investing your money.

We find that by helping clients explore their business concerns in the context of their life plan, we are able to help them sharpen their focus and find solutions that deliver on both business and personal goals.

For what matters most

We asked our clients what mattered most to them about their money. These are a few of the things they told us.

hartsfield Results matters

"Protecting it and watching it grow"

You want to take steps to protect yourself and your business against financial loss. But with a staggering array of personal and corporate insurance options available, working out which is right for you can require an expert eye.

"That it is safe and working for me"

There’s no point in having money unless it is helping you to accomplish the things you want in life. 87.72% of those questioned in our recent client survey, believe that working with us has helped or will help them achieve their financial goals.

"That it keeps on coming"

Alongside mental and physical health, financial wellbeing is key to living life to the full. It’s the feeling of having enough money to meet your needs. It’s a sense of security, happiness and peace of mind. We work on your behalf to ensure you have financial wellbeing. It’s the foundation of everything we do.

Common questions

We often find that our clients come to us with similar kinds of questions and problems. Questions such as:

  • Do I have enough money for a comfortable retirement?
  • How can I make my business work around my life?
  • How much should I be selling my business for to achieve the retirement lifestyle I want?
  • What are my options for my business when I retire?
  • How can I ensure my business will remain successful if I take a step back from it?
  • How can protect my business and my income?

If you find yourself asking these same questions or others Get in touch

Our clients

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 Financial Services Limited profile


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.

Bristol Office

Cheltenham Office

Wiltshire Office