Hartsfield Financial Services Limited

Independent Financial Adviser  Hartsfield Financial Services Ltd, Westbury, Wiltshire, BA13 2GG
First meeting at adviser's own cost
Helping you achieve financial wellbeing and peace of mind - in a friendly, approachable way.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
9.4/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Gareth Lewis
Investment Portfolio Manager

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of portfolio investment management.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Michael Blair
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Joy Wisniewski
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

John White
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jon Stevens
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations
Care advice standard Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
Melanie Dolphin
Trainee Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

What our clients say
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
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
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, Chippenham
I had serious issues with a pension in Hong Kong that John helped me to repatriate and sort out. Simple, kind, relevant advice given quickly and with effective results. Nothing could have been done better, John was extremely helpful and effective.
James Partington, Devizes
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.

Where to find us
Head office address: Hartsfield Financial Services Ltd, 46 Fell Road, Westbury, BA13 2GG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 29th June 2020

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