We are a team of independent financial planners. Our purpose is to improve our clients’ financial wellbeing, something we’ve been doing since 2010. By building a financial plan around our clients’ goals, we put them in control of their finances giving them the freedom to pursue what matters most to them.
What do you think the long-term impact of Covid-19 on the professional services sector will be?
We’ve seen a rapid transition to doing more business online; both when providing financial advice to new clients, but also offering secure email and an online portal to existing clients. Zoom meetings are now the norm.
When talking to new and existing clients; it is clear that Covid-19 has inevitably caused people to reflect on their priorities and focus more on what really matters.
Name a rising star in your company
We’re really proud of Gareth Lewis, our Investment Portfolio Manager. Gareth is a contributor to Sharingalpha.com, the world’s largest fund rating platform, and received a Top Ranked Global Asset Allocation award in 2019. He is currently ranked 3rd out of approximately 17,000 vetted investment professionals from 74 countries in top fund commentary and also won awards in the same category in 2018, 2019 and 2020.
Did you know?
In addition to the Sarah Jayne Charitable Trust which we founded last year; Hartsfield’s staff participate in monthly ‘Make a Difference’ days where we focus on supporting small local charities within the Local community.