It is early days into my retirement but Matt from Hartsfield has saved me from making several financial gaffs, on how to maximise my cash stream and limit my tax liabilites. Even with the "Orange...
What Nick Malcolm said about Hartsfield Financial Services Limited:
Great customer service thank you!
Melanie and Stephanie continue to provide a great service. Melanie's explanations are very clear and she is very patient with our questions. Stephanie is always responsive to our emails and extremely...
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Stephanie Shipley
Hartsfield Financial Services Limited
5 days ago
Thank you so much Nick, for this lovely review.
Melanie and Steph genuinely really appreciate this, and it has left a big smile on their faces.
It's so great to read that Melanie’s explanations are clear and that she is very patient, and that Steph is always responsive and extremely helpful- thank you again!
What Amanda Withers said about Hartsfield Financial Services Limited:
yearly meeting
Always useful and reassuring, when we have our yearly meeting, to know that my pension is looked after and heading in the right direction. I know Matthew and his team work hard to make that happen.
Amelia Lucas
Hartsfield Financial Services Limited
10 days ago
Thank you for your kind words. We're really pleased to hear that you find our annual meetings helpful and reassuring. It’s always our priority to ensure your pension is on the right track, and your confidence in the work Matthew and the team do means a lot to us. We appreciate your continued trust and look forward to supporting you in the years ahead.
What Sharen Phillips said about Hartsfield Financial Services Limited:
Yearly review
Very helpfull with the information I needed relating to my portfolio
Amelia Lucas
Hartsfield Financial Services Limited
11 days ago
Thank you, Sharen, for your kind words. I am pleased to hear the advice given by John was helpful to you. We really appreciate the time you've taken to leave us this review.
I have been very impressed with the advice and support I have received from Hartsfield over nearly two and a half years with them. After a full initial financial review Melanie Dolphin managed...
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Stephanie Shipley
Hartsfield Financial Services Limited
20 days ago
Thank you so much for taking the time to leave this lovely review- It really does mean a lot to Melanie and the team.
It's so wonderful to read how you've been very impressed with the advice and support you have received from us. It's also really great to hear how Melanie successfully managed your transition into retirement, and actively suggests sensible changes to benefit your personal needs- as well as conducting a personal review. Thank you, we look forward to continuing to help whenever you need us.
Consistent care of my investment. The half-yearly reviews are thorough and personal.
Amelia Lucas
Hartsfield Financial Services Limited
28 days ago
Thank you for your feedback. We’re pleased to hear that you value the consistent care of your investment and find the half-yearly reviews both thorough and personal. Providing attentive, tailored service is a key priority for us, and we’re glad to know it’s making a positive difference for you.
The pension planning I receive from Hartsfield Financial Services is an ongoing service which I have been very pleased with. My current advisor John White, and previous advisors from Hartsfield...
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Amelia Lucas
Hartsfield Financial Services Limited
28 days ago
Thank you very much for your kind feedback. We’re delighted to hear that you’ve been pleased with the ongoing pension planning service from Hartsfield Financial Services. It’s great to know that John White, along with our previous advisors, have provided you with thoughtful and sound advice tailored to your circumstances. We truly value your trust and continued confidence in our team, and we look forward to supporting your financial planning needs in the future.
What Mary Wallace said about Hartsfield Financial Services Limited:
Pension
Absolutely wonderful people to deal with. Matthew and Amelia are so helpful kind and understanding. Their honesty is to me very important as l know l am being well looked after. They respond to...
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Amelia Lucas
Hartsfield Financial Services Limited
1 month ago
Thank you so much for your kind words – it truly means a lot to both Matthew and me. We’re so pleased to hear that you’ve felt supported and well looked after, and we really appreciate your trust in us. It’s always our aim to provide clear, honest guidance and to be here whenever you need us.
Thank you again for taking the time to share your feedback – it’s a pleasure working with you.
Warmest regards,
Amelia
Hartsfield are a team of independent financial planners.
We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
We care about what matters most to you.
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We verify that reviews are from genuine customers by matching them to a sale or transaction. People are only invited to leave a review after purchasing from the business.
Hartsfield are a team of independent financial planners.
We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
We care about what matters most to you.