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.
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.
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.
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.
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.
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.
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.
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