Hartsfield Financial Services Limited

Independent Financial Adviser Hartsfield Financial Services Ltd, 46 Fell Road, Westbury, BA13 2GG
First meeting at adviser's own cost
Response rating
9.3 /10
FCA verified
19th August 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 review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
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 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
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
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
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
Where to find us

Hartsfield Financial Services Ltd, 46 Fell Road, Westbury, BA13 2GG

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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000

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