Client stories

I’ve been working with Hartsfield since the back-end of last year. I was looking at my pensions, I wanted to retire early, or would like to retire early shall we say. So I had three pensions from various companies I’d worked with during my working life, and I’d also got some investments that were maturing. I needed someone to have an independent look at how my pension was structured, what I could do with my money that was maturing, and then with a view to see could I retire over the next three years, five years, ten years, what could I do with it. I did have a look around, and it’s quite bewildering, who is there, who can you trust, who’s going to give you the right advice. Because it’s a lot of money, it’s your future, and there are too many scary stories out there of things going wrong and you lose all your money. I wanted that security that everything was going to be okay, and someone I could depend on. I do feel I’ve got that in what’s been given to me.

The process that Hartsfield followed with me was firstly to gather all the information. What I found really useful from John is how he listened to what I actually wanted, and then actually completed the documents with me on what sort of appetite for risk I had, and when I wanted to retire. Hartsfield went through and then provided me with an illustration of what would happen if I retired in a couple of years time, five years time, ten years time, and what the gaps were. It felt reassuring to have a plan in place. It’s that somebody else has looked at it. I consider myself to be fairly switched on when it comes to the financial side of things, with my job and what I do and my experience. But you always need that reassurance that you’re actually doing something right. The plan has given me a great deal of confidence because I’m on the dashboard every day having a look at how it’s performing.

Would I recommend them? Highly. Yes, definitely. It’s really put my mind at ease that it’s okay, that I’ve done what I wanted to do. It’s also identified where I need to do some work.