22 Nov 2024
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Independent financial planners advising clients in Bristol, Bath, Cheltenham, Wiltshire and beyond.
We care about what matters most to you.
What matters most to you?
It’s a big question. But, when it comes to wealth management, it’s an important place to start. We believe that building a financial plan around your dreams and your goals, gives you financial freedom for the life you live and the life you’d love.
But choosing a financial advisor is a big decision, so it’s imperative you find a good fit. Whether you need investment advice, independent financial support, or pension advice, we like to get to know our clients, so we won’t apologise for asking lots of questions. It’s because we are so passionate about your financial wellbeing. It’s why we are a leading financial advisor Bristol.
Stephanie Shipley
Relationship Manager Simon Moriarty
Technical Analyst Paul Verwoert
Group Managing Director Michael Blair
Chartered Financial Planner Melanie Dolphin
Chartered Financial Planner Mark Futcher
Chartered Financial Planner and Hartsfield Compliance Officer Joy West
Director of Hartsfield Trustee John White
Financial Planner Gareth Lewis
Investment Portfolio Manager Georgina Syrett
Colleagues and Culture Officer Sarah Hooper
Administrator George Fleming
Business Development Manager Matthew Dixon
Financial Planner Millie Hendry
Relationship Manager Amy Brinkman
Paraplanner Merryl Wilson
Administrator Ann Clarke
Paraplanner Izzy Strozewska
Paraplanner Amelia Lucas
Relationship Manager
Relationship Manager Simon Moriarty
Technical Analyst Paul Verwoert
Group Managing Director Michael Blair
Chartered Financial Planner Melanie Dolphin
Chartered Financial Planner Mark Futcher
Chartered Financial Planner and Hartsfield Compliance Officer Joy West
Director of Hartsfield Trustee John White
Financial Planner Gareth Lewis
Investment Portfolio Manager Georgina Syrett
Colleagues and Culture Officer Sarah Hooper
Administrator George Fleming
Business Development Manager Matthew Dixon
Financial Planner Millie Hendry
Relationship Manager Amy Brinkman
Paraplanner Merryl Wilson
Administrator Ann Clarke
Paraplanner Izzy Strozewska
Paraplanner Amelia Lucas
Relationship Manager
Who we are
Hello. We didn’t want our website to be all about us. But we know it’s important to share how we work. We’re a team of independent financial advisers, investment experts and pension advisers serving Bristol, Bath, Cheltenham and Wiltshire with offices across the South West.
Alongside mental and physical health, we believe financial wellbeing is key to living life to the full. Feeling in control of your finances. Fine-tuning a plan for the present and a strategy for the future. Finding a sense of security and peace of mind.
By building a financial plan around your goals, we put you in control and give you the freedom to pursue what matters most.
We may be biased but we’re really proud of our team so here’s what matters most to them.
Hartsfield financial advisor based in Bristol
Who we work with
You have life goals. We’re here to help you reach them.
Our clients tell us we’re good at listening and we make things really easy. They like our straightforward, jargon-free approach and appreciate the time we take to understand what is important to them.
Perhaps you are a business owner, looking for investment advice. But you want to feel valued by a financial planning company that isn’t too big. Maybe you’re a professional and you want to understand when you can retire but you need someone you can trust. You could be planning for retirement and looking for reassurance from trusted investment experts but you also want a good relationship with your financial advisor. Or perhaps you’re already in retirement and enjoying your newfound freedom but you’d like to understand how you can help your grandchildren plan for their future.
We’ve built up our expertise by specialising in these four areas of financial advice. It means we understand you and build our independent financial advice around you so you can plan for the future. In fact, some clients say we know them better than they know themselves.
What matters most
If you own or run a business, getting the finances right can feel like a big responsibility. We provide specialist advisory services to support you in everything from start-up to exit strategy.
Specialist advice for Business Owners
What matters most
Our experienced planners can help you identify your goals, make the most of your earnings and create a road map for the future to maximise your wealth and achieve your ambitions.
Lifestyle planning, financial advice and wealth management for Professionals
Our clients
When you leave a review, we do a little happy dance. Yes, really. We care what you think because we care about you. And when you take time out of your busy day to write a review, it means we’ve helped you achieve your goals. Which is what matters most to us.
Each review we receive, is read by the whole team. And if you mention a financial advisor specifically, we make sure to send it to them too. Which really makes their day. Of course, we tell our teams how great they are all the time. But it means so much more coming from you!
We’re straight-talking and we really value transparency. So your reviews keep us honest and help spread the word about Hartsfield financial services. Here are some of our favourites.
Client stories
We take great personal pride in improving lives and helping you achieve financial freedom. So we love hearing your stories. Here are just a few of our lovely clients, telling us in their own words, what matters most to them and what they love about working with Hartsfield.
What we do
We offer lots of different services with complicated and technical names. Like Lifestyle Planning, Financial Planning, Financial Advice and Independent Financial Adviser. Or Investment Advice, Wealth Management and the very complicated-sounding Small Self-Administered Schemes (SSAS) for business owners. But all that really means is that we help you achieve long term financial wellbeing and financial freedom. With planning, advice and investments.
At the moment, you’re on the Hartsfield Planning website. But if you want to find out more about our investment portfolio or our self-administered pension schemes, just click right or look out for the purple and green Hartsfield logos.
Latest news
News. Blogs. Musings. We like to keep you informed about what’s going on, but we try to keep it light and jargon-free. Here’s what you need to know this month.
Get in touch
Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.
Bristol Office
Cheltenham Office
Wiltshire Office