Who we work with


Quality of life and a secure tomorrow

When you work hard for your money, you understandably want your money to work hard for you. But if you’re a busy working professional, you may not always have the time to give your finances the attention they require if they’re to really produce results for you.

We will help you identify and define what your desired lifestyle is by understanding what matters most to you. That might include considering your lifetime objectives, your attitudes, opinions and values and your priorities for how to spend your income. We will then look at your current financial position and the options available to you to reach your vision of your desired lifestyle. This becomes the basis of the plan which we will then build for you. That might include recommendations of certain products and services, but only when they are suitable. As independent financial planners, we’re not limited in what we can offer you, and nor are we incentivised to push you into solutions that are not right for you.

Our financial advisors are well-versed in the needs of busy professionals. We know you are looking for someone you can trust to give you sound advice, save you time, and provide you with the peace of mind and financial security that a well-made plan can deliver. Our aim is to put you back in control of your finances and give you the freedom to pursue what matters most to you in your career and your personal life.

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.*

"That it supports the lifestyle I want to live"

There’s no point in having money if it can’t support the lifestyle you want to lead. At Hartsfield, we make you and what matters to you our priority, and your goals the basis for all our recommendations.

"That it’s in the best place possible to increase in value"

You want to know that your wealth is protected and just as importantly, that it is working hard to bring you returns. Our investment advisers will work closely with you to produce a portfolio that balances results with a risk level you are comfortable with.

"Security, accessibility, returns"

By helping you make good choices we can put you in control of your finances, giving you the freedom to pursue whatever matters most to you.

Common questions

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

  • I have a large tax bill. Can you help me?
  • Can you help me get a mortgage?
  • We want to educate our children privately. Can we afford it?
  • I want to be able to do what I want, when I want, when I retire. Can you help me achieve that?
  • I have received a large bonus / inheritance / redundancy payout. Where should I invest it to gain maximum returns?
  • I have multiple pensions. Should I consolidate them?
  • I’m worried about the cost of later life care for my parents. What can I do to prepare for this?

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