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
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.
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
• 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
Independent financial planners & mortgage advisers helping online and in-person
- 5 star rated with Trustpilot & VouchedFor
- Wiltshire Business Awards finalists
- A 'UK's Top Rated Adviser' since 2013
- Regularly appearing on national publications
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