Hartsfield

23/01/2026

We’ve got some exciting news… 🎉
Hartsfield has been shortlisted as finalists at the Bath Life Awards in the Legal & Financial category.
We’re genuinely proud of this one. It’s a tough category, and it’s brilliant to be alongside so many great Bath businesses.
To the other finalists shortlisted, we’re wishing you the very best of luck. It’s an achievement to be on that list.
If you’re heading to the awards night, let us know — we’d love to say hello.

20/01/2026

We’re proud to share that Hartsfield has received the Platinum Trusted Service Award for the second year running.

Platinum is only awarded to businesses that have achieved Feefo Gold for three or more consecutive years, recognising consistently outstanding customer experiences. For us, it’s a meaningful milestone and a reminder that the small things done well, consistently, really do add up.

To our clients, thank you for your trust.
To our team, thank you for the care you bring every day.

26/11/2025

After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025.
Labour is calling it a “reset”. The Conservatives are calling it a “tax raid”. So… who’s right?
In our update below, we’ll explain the key changes and what they mean for you.

The chancellor has delivered the government’s Autumn Budget. Here’s a summary of the key announcements and what they could mean for your financial plan

21/11/2025

We’re excited to share that Hartsfield been selected as a finalist at the Professional Adviser Awards 2026 🎉

We’ve been nominated in the “Financial Adviser of the Year - South West” category, which is a fantastic recognition of the work our team does every day to support our clients and their financial goals.

A huge thank you to our brilliant team, for their hard work and dedication
and to our clients, for their continued trust and support.

Congratulations and best of luck to all the other finalists; we’re proud to be in such great company!

26/09/2025

We had a fantastic day yesterday at the FTAdviser Financial Adviser Forum! 🌟

The sessions sparked some great conversations around technology, AI, and what the profession might look like by 2040.

We’re also proud to share that we’ve been named in the FT Adviser Top 50 Boutique Advisers list — a real highlight of the day!

04/06/2025

🚀 We’re Hiring: Trainee Financial Planner 🚀

Are you ready to turn ambition into real impact?
At Hartsfield, we believe financial planning is about unlocking life’s possibilities — not just crunching numbers. Through our CREST Academy, we’re looking for two new Trainee Financial Planners to join one of our dynamic Pods in either Cheltenham, Bristol or Wiltshire.

✅ Full professional training and one-on-one mentorship
✅ Clear, structured progression to Financial Planner
✅ Competitive starting salary (£35–£40k) rising to £50k upon completion
✅ Paid study support and exam mentoring
✅ Dynamic working — balance face-to-face learning and work-from-home flexibility
✅ A collaborative, award-winning environment (best financial advisers to work for, 2023, 2024, 2025!)

If you’re Level 4 qualified, love helping people make sense of their finances, and want to build a career where growth, purpose, and client impact go hand in hand - we want to hear from you.

✨ Learn more and apply here: https://hartsfield.co.uk/careers/

17/02/2025

At Hartsfield, we’re on a mission to help Clients define—and then live—their best life. We’re looking for a Paraplanner who shares our vision. Guided by our “3C” principle, we balance the needs of our Clients, our Company, and our Colleagues to create an award-winning environment where everyone can thrive. If you’re detail-oriented, collaborative, and eager to grow your career, we want to hear from you. Follow the link below to learn more!

Financial Planner opportunity Cheltenham

14/02/2025

We are delighted to announce that Hartsfield has been selected as a finalist in the Financial category at the Bath Life Awards.
The winners will be selected on the 27th of March at the awards evening at The Forum, Bath (Official). Until then, we will keep our fingers and toes crossed and will be sure to let you know how we get on!

31/01/2025

We are delighted to announce that Hartsfield has been selected as a finalist in the Financial category at the Bristol Life Awards.
Congratulations to our friends at Nebula IT for making the finals in three categories!
The winners will be selected on the 20th of March at the awards evening at Ashton Gate. Until then, we will keep our fingers and toes crossed and will be sure to let you know how we get on! hashtag
hashtag

21/01/2025

What a fantastic start to 2025!
We're delighted to announce that Hartsfield has earned the Feefo Platinum Trusted Service Award for our dedication to customer excellence throughout 2024. This achievement wouldn't be possible without two groups: our amazing clients who took the time to share their experiences on Feefo, and our remarkable team who consistently go above and beyond.

20/12/2024

As we wrap up December here at Hartsfield, we’d love to share some of the festive highlights.

Earlier this month, our team came together for a wonderful lunch at Riverstation, Bristol in Bristol - raising a glass to the successes of 2024, sharing laughter, and looking ahead to all that 2025 has in store. It was a perfect way to reflect on our year and celebrate as a team.

We also continued one of our favourite traditions: supporting the Incredible Kids Christmas party. This remarkable Bristol-based charity creates a welcoming space for families with young people who have additional needs. We were honoured to help by wrapping 300 presents for the children and lending a hand with the holiday decorations. Witnessing their joy and knowing we could contribute in a small way to their festivities truly warmed our hearts.

With that, we’re closing today for our Christmas break and will return in the New Year, energized and ready for what’s next. Until then, fro

28/11/2024

We’re excited to announce that Hartsfield has been shortlisted for Adviser Firm of the Year, South West and Wales, at the Professional Adviser Awards 2025! 🎉
Being named a finalist is such an honour and a real testament to the hard work, passion, and dedication of our fantastic team.
The awards celebrate the very best advice firms across the UK, and we’re proud to be among them. Good luck to all the other finalists—we’re looking forward to celebrating with you in March!
Thank you to everyone who supports us—this wouldn’t be possible without you.
hashtag hashtag hashtag hashtag hashtag hashtag hashtag hashtag hashtag