Hartsfield Financial Services Ltd, 46 Fell Road, Westbury, BA13 2GGMake an enquiry
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.
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.
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