Welcome to Harris Independent Financial Advice
Harris Independent Financial Advice offers wealth management, pension planning and investment advice, as well as various ancillary services such as mortgage arrangement. Based in Boston Spa, West Yorkshire, Harris IFA has clients across the UK and can offer advice either face-to-face, or by phone and email.
We are regulated and authorised by the Financial Conduct Authority and advise on over £45,000,000 of client investments.
Our clients appreciate three things in particular about our wealth management and investment advice service:
1) We are completely independent and not tied to any fund management group or other financial company. As a result we can guide our clients to the lowest cost product providers in the market, and the best value investment funds. This stands in stark contrast to many financial advisers, such as St James's Place salespeople, who can only recommend the funds of a certain group. This saves our clients, in aggregate, tens of thousands of pounds in charges per year.
2) Unlike most IFAs we have a hands-on investment experience in the financial markets. Before becoming an IFA Matthew Harris worked as an investment manager for around twenty years, for companies such as Scottish Widows and Standard Life Asset Management. During that time he was responsible for investing up to £1.5bn of client money in the UK, Japanese and Emerging Market stockmarkets. This experience means that Harris IFA can design portfolios of investment funds for our clients without outsourcing this job to expensive 3rd-party "discretionary fund managers", which again keeps fees to a minimum and lets your money grow faster.
3) Our ongoing investment advice service is offered at a maximum of 0.5% of assets per year (and as low as 0.2% for larger clients), well below industry standards.
Please get in touch for more information and a free initial assessment of how we can help you.