Hartsfield Financial Services Ltd
Initial consultation free
Independent
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
We can advise you on
Clients
helped
229helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR John White
Independent Financial Planner
MRS Joy Wisniewski
Financial Planner and Head of Hartsfield Planning
MR Michael Blair
Independent Chartered Financial Financial Planner
Miss Melanie Dolphin
Independent Financial Planner
What our clients say
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James Partington
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...
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Laura Hayward
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...
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Nick Hutchinson
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...
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Stephen Naylor
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...
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