Hartsfield Financial Services brings together a team of independent financial advisers who are passionate about giving sound, bespoke advice to our clients, helping them to define and then achieve their financial goals.
Our team have decades of experience between us, helping clients with their financial planning needs, whether that’s with their personal wealth or with their business – often both.
We take a comprehensive approach to our financial services, helping individuals and owner-managers with a wide range of financial planning areas. Through our sister company, Hartsfield Trustee Services, we provide bespoke trustee services for self invested pensions.
Our experience includes: Life Cover, Income Protection, 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, Business Funding, Business Planning, Employee Benefits, Auto Enrolment and Business Protection.