Hartsfield Financial Services
For more than 10 years, we’ve helped individuals, families and business owners in the South of England and across the UK to define, deliver and defend their business and lifestyle goals. And we’re proud of the success we’ve helped our clients achieve.
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Why should our clients choose you?
Service matters
We listen, we understand, and we care. And we make getting to know you and what matters most to you, our top priority. We are truly client-centred.
Clarity matters
We know that financial decisions can be complex and confusing. Which is why we have a commitment to transparency and clarity.
Choice matters
We are independent financial planners. That means we are not limited when it comes to which solutions we can recommend to you.
Results matter
We spend time getting to know our clients well. That’s because we can only deliver the results that matter if we know what matters to you.
Can you provide your services online or remotely? If so, please add details.
Hartsfield is able to offer a complete financial planning service remotely.
We offer video meetings via Zoom, Skype, Teams as well as telephone consultations.
Lifestyle Planning
Helping you identify and define what your desired lifestyle is. We will do this by exploring what matters most to you. That may encompass your lifetime objectives, your principles, goals, opinions and values, as well as your priorities when it comes to how you wish to spend your income. What we discover about you here will form the foundation of all the advice we offer you.
Financial Planning
Helping you understand your current financial position by taking a detailed look at your income, expenditure, assets and commitments. We will then explore the options available to you to enable you to reach your desired lifestyle. This is where we create your own personal financial plan, built around the lifestyle goals you have defined. Your goals may include investing and growing your wealth, protecting what matters to you, securing comfort in retirement, or ensuring the smooth transfer of your wealth at the time of your choosing. They will be individual to you.
Financial Advice
Taking your personal financial plan and the foundations put in place during lifestyle planning as our guide, we will then look at which financial products and services you may need to help you achieve your objectives. As independent financial planners we only recommend products that are right for you and where they enable you to defend or deliver your desired lifestyle.
Investment and Portfolio management
We offer an extensive range of portfolio options, enabling us to carefully balance the level of risk you are comfortable with and the approach needed to achieve your objectives. We balance return on investment with a return on life, looking at the bigger picture to help you achieve the income you need to live the life you want.
We also offer Responsible Portfolios, designed to achieve your objectives in a way that is aligned with the UN’s Sustainable Development Goals.
