Welcome to Harris Independent Financial Advice

Welcome to the site. My name is Matthew Harris and I am a Chartered Financial Planner and independent financial adviser (IFA).

I live in Boston Spa, Yorkshire, and advise clients both locally and across the UK on pension planning (including defined benefit pension transfers), investing, mortgages, life insurance and many other areas of personal finance.

Both I and my company are regulated and authorised by the Financial Conduct Authority.

Before becoming an IFA I worked as an investment manager for around twenty years, for companies such as Scottish Widows and Standard Life Asset Management. During that time I was responsible for investing up to £1.5bn of client money in the UK, Japanese and Emerging Market stockmarkets. I retired from that industry in 2014 in order to offer investment and financial advice directly to clients, using the experience gained during my career as a professional investor.

I hold advanced qualifications in investment management, pensions and financial advice from industry bodies such as the IIMR and Chartered Insurance Institute.

In addition to advising private clients I also offer consultancy services to other firms of financial advisers, on matters such as refining their investment process.