Hartsfield Financial Services Limited

Independent Financial Adviser Hartsfield Financial Services Ltd, Hartham Park, Corsham, Wiltshire, SN13 0RP
First meeting at adviser's own cost
Response rating
9.8/10
FCA verified
15th April 2019
Helping you achieve financial wellbeing and peace of mind - in a friendly, approachable way.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Mortgage protection
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
James Bergmann
Chartered Financial Planner
Accreditations
Chartered Financial Planner
John White
Independent Financial Adviser
Joy Wisniewski
Independent Financial Adviser
Mark Goodwin
Independent Financial Adviser
Michael Blair
Independent Financial Adviser
Gareth Lewis
Investment Portfolio Manager
Mark Futcher
Compliance Officer
What our clients say
I needed a financial adviser for an inheritance. James listened to our plans for the future and provided me with clear advice on how to invest to achieve my goals. He was very helpful and friendly and his guidance was easy to follow. He has also been ongoingly attentive which has been very important to me. I am so far happy with the recommendations and documents received.
Stephen Naylor, Devizes
Wanted expert advice go make sure we were doing the right thing, bank could not advise on pensions. James was excellent. Reliable, friendly, knowledgeable and has helped us so much in preparation for retirement. I now feel much happier with our plans with James's help.
Matt Wingrave, Wiltshire
I had my savings previously allocated in cash ISAs that were providing a poor return. I wanted to take a broader view of the opportunities for investment and was recommended to speak with Joy by a colleague. Joy provided a full analysis of my current assets, and put together a comprehensive recommendation of investments based on my individual risk profile. This really helped to give a clear picture of what to do with my available savings to drive a better return. The investment portfolios recommended have given me a good return on the current timeframe of investment, along with a long term view being provided of my likely exit position.
Danny Seaborne, Teddington
I had several pensions which required locating and needed to be analysed to sort my pension requirements at retirement. James has sorted my pensions and has given me the information I required to ensure I have my pensions in place for my retirement. The current situation is now excellent. I had easy going meetings with James, with a professional outcome with information I could understand and a far better outcome than expected. Really pleased with the work, I really cannot find anything that could have been added to the service I received.
Richard Hael, Westbury
Joy provided clear and precise guidance, making a complicated situation easy to understand. She moved my final salary pension and gave guidance as to what funds to look at. So far the funds have out performed the market equivalent so I am happy with that. There is nothing I can think off at present that could have been done better.
Stephen Kershaw, Swindon
Where to find us

Hartsfield Financial Services Ltd, Hartham Park, Corsham, Wiltshire, SN13 0RP

Make an enquiry
About us

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

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.

We aim to simplify financial planning – because life is complicated enough.

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: 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.

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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