Hartsfield Financial Services Limited

Independent Financial Adviser One Temple Quay, Temple Back East, Bristol, BS1 6DZ
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
17th June 2019
Helping you achieve financial wellbeing and peace of mind - 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
    • Socially responsible 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
    • Flexible
    • Mortgage protection
    • Remortgage
    • Residential
    • Self employed
Meet our advisers
Joy Wisniewski DipPFS CertCII(MP)
Independent Financial Adviser
James Bergmann
Chartered Financial Planner
Accreditations
Chartered Financial Planner
John White
Independent Financial Adviser
Michael Blair
Independent Financial Adviser
Mark Goodwin
Independent Financial Adviser
Gareth Lewis
Investment Portfolio Manager
Mark Futcher DipPFS
Compliance Officer
What our clients say
Michael was very friendly and helpful from outset and went through a full fact find free of charge with no 'hard sale' or undue pressure. I was more than happy to appoint Michael as my adviser, he prioritised my financial needs and broke down the advice into stages which made it understandable and clear to see the value that he could add.
Alan Moriarty, Yate
I wanted to combine a few different pensions in to one plus a pensions transfer after divorce. James was clear, patient, friendly and helpful. He spent a considerable time understanding my needs and went away to gather relevant information and forecasts which I was able to see and digest before talking to him again. He patiently talked through different options in a relaxed way and made sure that I understood all of my options. I am extremely happy with the advice and work James has carried out for me. As a result of his advice and the recommended products I am happy to know that I will have a livable pension later in my life. Previous to this I had thought that my collection of different and small pensions would amount to very little on retirement. The work James has done for me has given me a lot of peace of mind. I don't have any criticisms (even constructive!).
Lisa Foote, Fishponds
I wanted to transfer some final salary pensions to an independent fund, the most impressive part was Joy's commitment, providing the necessary information and transfers in a timely manner. I cannot think of anything that could have been done better, it was an excellent service.
Nick Hutchinson, Chippenham
I was coming to the age when private pension was released. James reviewed and advised on my pension policy making recommendations on next steps. I was able to make and take informed financial decisions on what to do next with my pension. I was very happy with the advice given and steps taken by James. I felt informed at all stages and that he was approachable and flexible.
Mark Cosgrove, Southville
I am a freelancer, and I wanted to start planning more thoroughly for my financial future. Mark gave me advice about income protection insurance, mortgages and pensions. He was very clear, approachable and generous with his time.
Claire Diston, Bristol
Where to find us

One Temple Quay, Temple Back East, Bristol, BS1 6DZ

Make an enquiry
About us

Here at Hartsfield we are passionate about helping our clients to achieve financial wellbeing and peace of mind. We aim to simplify financial planning – because life is complicated enough.

We pride ourselves on consistently saving our clients time, money, or both. Our friendly and approachable style sets us apart. We always take the time to get to know you personally, before explaining everything in a straightforward, no nonsense way. Hartsfield also differ from other advisers as we have fixed, transparent fees. We believe this is a more fair way of charging for the work completed.

Our team have decades of experience between them, and the focus for us is on providing sound, bespoke and independent advice.

Our services

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

Our specialities include: 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, Life Cover, Income Protection, Business Funding, Business Planning, Employee Benefits, Auto Enrolment and Business Protection.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000

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