Business Details
16 Years
experience
Trusted Financial Advisers in Bristol | Hartsfield Financial Services
Hartsfield Financial Services was founded in 2010 with a clear mission: to improve clients' financial wellbeing through personalized, client-centred advice. Our team of chartered financial planners and investment experts operates across Bristol, Cheltenham, and Wiltshire, serving business owners, professionals, and individuals planning for or enjoying retirement. We combine technical expertise with a commitment to transparency, offering services spanning financial planning, investment management, and SSAS pension schemes. Our approach prioritizes understanding clients' unique goals, reflected in our 87.72% client satisfaction rate from 2020.As an FCA-authorised firm, we maintain rigorous compliance standards while fostering a family-like culture that values long-term relationships. Our independence allows unrestricted access to market solutions, ensuring recommendations align solely with clients' best interests. This philosophy has earned recognition in industry awards and listings in the VouchedFor Guide to the UK's Top Rated Advisers.
Services
Financial Planning
Investment Management
SSAS Services
Retirement Planning
Wealth Management
Details
- Year established: 2010
Highlights and features
- We prioritise understanding your unique financial goals through in-depth consultations
- Our FCA-authorised independence ensures unbiased, market-wide investment solutions
- Chartered financial planners with specialist expertise in business owner advisory services
- Transparent fee structure with clear communication at every stage
- Recognised in VouchedFor's Top Rated Advisers Guide for client satisfaction
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Helped achieve financial goals
Transparent fee structure
Approachable team
Tailored investment strategies
Effective retirement planning
Services
Financial Planning
Our financial planning service creates tailored roadmaps to achieve lifestyle and financial goals. We analyse current financial positions, risk profiles, and future aspirations to develop comprehensive strategies. Clients benefit from ongoing support and regular reviews to adapt to changing circumstances.
Investment Management
We offer in-house investment portfolio management tailored to individual risk appetites and financial objectives. Our approach combines market expertise with rigorous risk assessment to optimise returns. Regular performance reviews ensure investments remain aligned with clients' evolving needs.
SSAS Services
Specialist support for Small Self-Administered Schemes enables business owners to take control of pension investments. We guide clients through setup, investment decisions, and benefit extraction while ensuring regulatory compliance. This service offers tax-efficient retirement planning solutions.
Retirement Planning
Our retirement planning service helps clients visualise and achieve their ideal retirement lifestyle. We assess pension provisions, tax implications, and income requirements to create sustainable withdrawal strategies. Specialist inheritance tax advice protects wealth for future generations.
Wealth Management
Comprehensive wealth management solutions address all aspects of financial wellbeing. We integrate investment strategies, tax planning, and estate management to preserve and grow wealth. Regular consultations ensure clients maintain financial control throughout different life stages.
People
Simon Moriarty
Chartered Wealth Manager
Simon combines technical expertise with a client-focused approach, specialising in complex financial planning solutions for high-net-worth individuals. His 15+ years in wealth management ensure clients receive informed, strategic advice tailored to their unique circumstances.
Paul Verwoert
Group Managing Director
Paul leads our strategic direction with over 20 years' experience in financial services. His vision focuses on sustainable growth while maintaining our core values of transparency and client-centred service excellence across all business operations.
Joy West
Director of Hartsfield Trustee
Joy oversees our SSAS services with specialist pension scheme expertise. Her technical knowledge ensures business clients receive compliant, tax-efficient retirement planning solutions while maintaining regulatory standards.
Matthew Dixon
Chartered Financial Planner
Matthew provides tailored financial advice to professionals and retirees, focusing on long-term wealth preservation. His approach combines market insight with personal understanding to create sustainable financial strategies.
Georgina Syrett
Colleagues and Culture Officer
Georgina fosters our collaborative workplace culture while supporting clients with relationship management. Her focus on team development ensures consistent service quality across all client interactions.
Questions
What financial services do you specialise in?
We specialise in financial planning, investment management, and SSAS pension schemes for business owners, professionals, and retirees.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (FCA) under reference 615731.
How do you tailor financial advice?
We conduct detailed consultations to understand your goals, then create customised strategies with regular reviews to adapt to changing needs.
What areas do you serve?
We operate across Bristol, Bath, Cheltenham, Wiltshire, and surrounding regions with three local offices.
How are fees structured?
Our transparent fee structure is explained during initial consultations, with options including fixed fees or percentage-based charges depending on service complexity.
Can you help with business pension schemes?
Yes, our specialist SSAS services support business owners with tax-efficient pension solutions and investment management.
