Hartsfield Financial Services Ltd

Independent Financial Adviser  Hartham Park, Corsham, SN13 0RP
First meeting at adviser's own cost
We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
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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Stakeholder
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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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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Taxation planning
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Commercial mortgages
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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 private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 27th June 2022
What our clients say
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
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
John provided me with clear and very thorough advice. He really took the time to get to know me and understand what I needed. He has a wealth of knowledge which is imparted with refreshing simplicity, clarity, and patience. I am no longer confused about my options and have a cast-iron reassurance that moving forward John will not only protect my investments but guide me once retirement hits! If you are looking for a top class IFA you have found him!
Laura Hayward, 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
About us

You have meaningful goals. We are here to help you reach them.

We are a team of independent financial planners with offices across the South West.

Our purpose is to improve your financial wellbeing, something we’ve been doing for our clients for over ten years. By building a financial plan around your goals, we will put you in control of your finances and give you the freedom to pursue what matters most to you.

Our services

We offer an extensive range of services all designed to improve your financial wellbeing.

At Hartsfield Planning, our experienced team provide financial and lifestyle planning services centred around what matters most to you. We’ve built up our expertise by working with four specifics groups of clients:
• Business owners
• Professionals
• People approaching retirement
• People in retirement

By building a financial plan around your goals, we will put you in control of your finances and help you define, deliver and defend your desired lifestyle.

At Hartsfield Investment, our team of in-house specialists bring decades of experience counselling clients on the right investing options.

We are also a specialist provider of Small Self-Administered Schemes (SSAS). A SSAS can be complex but at Hartsfield Trustee, we’ll be with you every step of the way, helping you set up the scheme, make investments and take benefits when you retire.

Where to find us
Head office address: Hartham Park, Corsham, SN13 0RP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£151,000
Minimum pension value
£151,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 27th June 2022

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