Hartsfield Financial Services Limited

Independent Financial Adviser I2 Office Ltd, 1 Temple Back East, City of Bristol, Bristol, BS1 6DZ
First meeting at adviser's own cost
Response rating
9.7/10
FCA verified
15th October 2018
By using our combined experience, we save our clients time, money or both in a friendly, approachable way.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Buy to let
    • First time buyers
    • Remortgage
    • Residential
Meet our advisers
James Bergmann
Chartered Financial Planner
Accreditations
Chartered Financial Planner
John White
Financial Adviser
Joy Wisniewski DipPFS CertCII(MP)
Financial Consultant
Michael Blair
Financial Planner
Mark Goodwin
Financial Adviser
Gareth Lewis Esq
Investment Portfolio Manager
Mark Futcher DipPFS
Compliance Officer
What our clients say
We were looking for specialist pension advice. Richard advised and facilitated the transfer of existing pension arrangements and the setting up of a Small Self-Administered Scheme. His knowledge, support and detailed communication ensured we fully understood all aspects of the process, including investment advice and of the ongoing requirements. Richard continues to be available to support us in managing the SSAS and other financial matters. The outcome is as anticipated but the service and support provided has surpassed expectation.
Roger Williams, Reading
Looking to transfer a pension from a previous employer. Excellent advice at all stages of what was a very long and drawn out process. Richard was always available to discuss aspects of the setting up of a new scheme to transfer into and was knowlwdgable and very helpful. Yes the scheme is now up and runnning and we are still being helped with small changes to the scheme.
Rob Haywood, Lancashire
A divorce which made me reinvest my current pensions. I was unable to invest more a present to my pension so I needed to make sure what I had was invested properly and performed well in the future. Richard help me find the best solution for that. I have been very pleased with the information and updates provided, it is performing as I was told it would and corrections are being made if needed.
Mandy Withers, Chippenham
Where to find us

I2 Office Ltd, 1 Temple Back East, City of Bristol, Bristol, BS1 6DZ

Contact us
About us

Hartsfield Financial Services brings together a team of independent financial advisers who are passionate about giving sound, bespoke advice to our clients, helping them to define and then achieve their financial goals.

Our team have decades of experience between us, helping clients with their financial planning needs, whether that’s with their personal wealth or with their business – often both.

We take a comprehensive approach to our financial services, helping individuals and owner-managers with a wide range of financial planning areas. Through our sister company, Hartsfield Trustee Services, we provide bespoke trustee services for self invested pensions.

Our experience includes: Life Cover, Income Protection, Inheritance Tax Planning, Retirement Planning and Cash Flow Modelling, Setting up new Pensions, Reviewing Existing Pensions, Specialist Pension Transfers (Final Salary), Advice on Pension Freedoms, Investments and Wealth Management, Business Funding, Business Planning, Employee Benefits, Auto Enrolment and Business Protection.

Our services

Our clients have told us that they appreciate us taking the time to get to know them personally, understand their needs, concerns and attitude to risk, before explaining everything in a straight-forward way.

They like the fact that we work on a fixed fee basis, are helpful, responsive and keep them informed. They feel confident that they are receiving good advice from an honest firm who knows what they are talking about.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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Your personal wealth. Our personal responsibility.