Two Wiltshire financial services firms have reached the finals of a prestigious industry awards scheme, putting them among the top 11 in the South West.
Hartsfield, based in Corsham, and Malmesbury-based Proposito will be up against nine others in the South West Adviser Firm of the Year category of the Professional Adviser Awards.
The overall winner will be announced at a black-tie ceremony at The Brewery in London on February 11.
Hartsfield Financial Services business development director Julian Puddy, pictured, who set up the firm in 2010, said he was delighted to have reached the finals.
“We pride ourselves on providing bespoke financial services to both companies and to individuals, and we draw on expertise in our team which has been built up over many years,” he said.
“We work hard to build close relationships with our clients, working with them to help them meet their financial goals, and a large proportion of our clients have been with us over many years.”
Hartsfield, based at Hartham Park, also has offices in London and Cardiff.
Proposito last year moved to larger premises on the outskirts of Malmesbury to accommodate growth. It is one of fewer than 400 in the UK to have been granted Chartered Insurance Institute chartered status.
