Harbour Financial is a firm of Independent Financial Advisers specialising in providing advice on investment strategies, pension planning, tax planning strategies, estate planning, mortgages, life and health insurance, and home insurance. Harbour Financial has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for many years, and throughout this period we've developed many good friendships.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve. Typically, many of our clients want to invest their money to work for them.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve. Typically, many of our clients want to invest their money to work for them.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.
Services
Harbour Financial is a firm of Independent Financial Advisers specialising in providing advice on investment strategies, pension planning, tax planning strategies, estate planning, mortgages, life and health insurance, and home insurance.
Harbour Financial was set up in 2000 by three very experienced Financial Advisers who were, and still are, very good friends outside of work.
In addition, we now have family members working within the firm, adding to a very real personal business.
We all value the openness this allows within the business, which our clients tell us comes across in our relaxed but professional and approachable style.
Harbour Financial was set up in 2000 by three very experienced Financial Advisers who were, and still are, very good friends outside of work.
In addition, we now have family members working within the firm, adding to a very real personal business.
We all value the openness this allows within the business, which our clients tell us comes across in our relaxed but professional and approachable style.
Over the following thirteen years I worked as both an Adviser and as a Manager providing financial advice to clients and support to a team of advisers.
This has helped me gain a good understanding of the financial planning market and the benefits to clients.
I hold the level 4 Diploma in Financial Planning.
At Harbour we believe it is important to provide a broad range of financial planning services including reviewing investment and pension options, protection in the event of life's unforeseen circumstances and reviewing mortgage options.
This has helped me gain a good understanding of the financial planning market and the benefits to clients.
I hold the level 4 Diploma in Financial Planning.
At Harbour we believe it is important to provide a broad range of financial planning services including reviewing investment and pension options, protection in the event of life's unforeseen circumstances and reviewing mortgage options.
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
We contact you to arrange a convenient time and place to meet.
To enable us to develop a clearer picture about your particular situation, we'll need to see information on your existing arrangements, but we can obtain documents on your behalf with your permission to help remove any burden.
We are happy to meet clients at their home or place of business, and this is an opportunity for you to outline the issues that you'd like to discuss.
We contact you to arrange a convenient time and place to meet.
To enable us to develop a clearer picture about your particular situation, we'll need to see information on your existing arrangements, but we can obtain documents on your behalf with your permission to help remove any burden.
We are happy to meet clients at their home or place of business, and this is an opportunity for you to outline the issues that you'd like to discuss.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.
Since the very beginning, Harbour Financial has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
At Harbour Financial, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
Since the very beginning, Harbour Financial has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
At Harbour Financial, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
After the initial consultation, we will discuss payment options to cover the costs of our services, and we will not charge anything until an agreement in writing has been reached.
On receiving an enquiry, Harbour Financial will arrange an initial meeting.
The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals.
There is no charge for this and no obligation on either side.
Certain products - non-investment insurance policies and mortgages - can still pay a commission, and so we may work on the basis of a commission, a fee or a combination of both.
On receiving an enquiry, Harbour Financial will arrange an initial meeting.
The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals.
There is no charge for this and no obligation on either side.
Certain products - non-investment insurance policies and mortgages - can still pay a commission, and so we may work on the basis of a commission, a fee or a combination of both.
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