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 planners 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.

"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

We take great personal pride in improving the lives of our clients and working with you to achieve financial freedom. Which means we love hearing about our clients’ success stories, and the part we played.

Hartsfield Financial Services Limited profile

Testimonials

Hartsfield have advised me for over ten years on a wide range of financial planning issues and I cannot recommend their services more highly.

Stuart Black

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.

Tonia Smith

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.

Eddie Owen

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.

Laura Jaine Hayward

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.

Tim Hughes

Hartsfield client since 2019

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