Hartsfield and You

Why choose us?

For what matters most

We know that choosing a financial planner is a big decision. The relationship you form may last for many years and will play a key role in some of the biggest decisions of your life. That’s why it’s worth taking the time and care to select a planner who holds the qualities, experience, qualifications and approach you value.

So, before you make a decision, here’s some information that might help you get to know us a little better. Of course, if you still have unanswered questions, please do get in touch; we’d be only too happy to arrange a meeting.

Why do our clients choose us?

There are four main reasons why our clients choose us. Because we know that…

Service matters

We listen, we understand, and we care. And we make getting to know you and what matters most to you, our top priority. We are truly client-centred.

While we’re an ambitious and growing company, we’ve purposely ensured that working with us feels like becoming part of the family. Whichever one of our three offices (we call them ‘pods’) you engage with, you will be welcomed and made to feel at home.

Our approach might explain why three of our planners were listed in the VouchedFor 2020 Guide to the UK’s Top Rated Advisers.

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Choice matters

We are independent financial planners. That means we are not limited when it comes to which solutions we can recommend to you.

We’re able to consider all available investment products without constraint and give you the choice of the entire market. It also means we are duty-bound to give you objective, unbiased advice tailored just to you.

Thanks to our independent status, you can rest assured that the advice we give you is always based solely on what we believe is right for you.

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Clarity matters

We know that financial decisions can be complex and confusing. Which is why we have a commitment to transparency and clarity.

Our financial planners are adept at making the complex easy to digest because we believe that all decisions should be informed decisions. Especially when they are as important as these are.

We’re here to smooth out the complications and bring a feeling of clear-headed calm to your decision-making process.

You will find us approachable, friendly, reliable and trustworthy. We welcome questions and feedback and are always seeking new ways to meet our clients’ needs.

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Results matter

We spend time getting to know our clients well. That’s because we can only deliver the results that matter, if we know what matters to you.

That’s why, before we commence any client journey, we start by listening and finding out what you want to achieve; what success looks like to you.

It also means we’re delighted to have been finalists in the Professional Adviser Awards ‘Adviser Firm of the Year – South West’ category in 2020, 2017 and 2016 and are delighted to have our head of financial planning, Joy Wisniewski, nominated for three awards in the Women in Financial Advice Awards 2020, including Role Model of the Year.

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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