As financial advisers, with the many decades of experience between us, here’s the case for using an IFA.

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Hello,
IFAs are often asked to justify their fees. With so much free help online – comparison sites, robo advice etc – why should people pay? Our answer is, people want and deserve guidance from professional, experienced, qualified people. Hartsfield’s mission is to ‘save our clients time, money, or both’ and in this month’s newsletter, we show how we achieve this. Further testimonials and case studies are also available on our website.

Independent financial advice: what’s the point?

As financial advisers, with the many decades of experience between us, here’s the case for using an IFA. Read more...

Property investment using pension power

Find out how we helped our client grow his property portfolio by harnessing the value of a pension and the intellectual property of his business. Read more...

Inspire for businesses

At Hartsfield, as Wiltshire IFAs, we’re keen to forge closer links with the business community in which we’re based. We’ve joined Inspire as one of its partners. Inspire partners are on hand to provide its clients with high quality personal advice and support and we believe as long-established, and highly experienced, Wiltshire IFAs we can offer this. Inspire runs regular events in the area, such as breakfasts, lunches, seminars and drop-ins. Find out more details below.

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Dementia Awareness Week

At Hartsfield, we’re mindful that some people are more vulnerable than others, particularly elderly people. We follow Financial Conduct Authority guidelines on supporting vulnerable clients and have a clear policy that we adhere to. We mention this because May 15-21 is Dementia Awareness Week run by the excellent charity Alzheimer’s Society. This aims to highlight the condition and encourage people worried about dementia to seek help.

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Hartsfield Financial Services Limited is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 615731. Please note that the FCA does not regulate tax advice.

Registered in England number 07115377. Registered Office: Hartham Park, Corsham, Wiltshire SN13 0RP
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