Based in Boston Spa, Yorkshire, but serving clients across the UK, Matthew Harris is a Chartered Financial Planner, regulated and authorised by the Financial Conduct Authority. As an independent financial adviser, Harris IFA is not tied to any bank, insurance or pension company, and offers unbiased advice on wealth management, pensions, investments, mortgages, life insurance and many other areas of personal finance.
Nineteen years of previous experience as a professional investment manager, for companies such as Aegon, Scottish Widows and Standard Life, has given Matthew a deep understanding of how the financial markets work. He uses this knowledge to design and manage investment portfolios for his clients in their pensions, stocks & shares ISAs and general investment accounts.
Matthew has gained Chartered Insurance Institute (CII) qualifications including the Advanced Diploma in Regulated Financial Planning (the highest standard of IFA qualification) and specialist qualifications in wealth management, pension planning, trusts and tax.
Whatever your circumstances it is likely that we can offer a service to match, including advice on:
- Whether the investments you currently hold in your pension, ISA etc are suitable
- Whether you should move your investments to a lower-cost provider
- Whether you should be taking steps to avoid the pension Lifetime Allowance or Annual Allowance
- Whether you should set up a trust, or take other steps, to reduce your potential inheritance tax liability
Our ongoing investment advice service will provide regular reports on your investments, and recommendations on what funds you should be holding.
As well as the investment advice services shown above we can also:
- Recommend and arrange a residential or buy-to-let mortgage
- Recommend and arrange life insurance, critical illness cover or income protection
Please get in touch for more details
Harris Independent Financial Advice is a trading name of Dalbeath Financial Planning Ltd. Dalbeath Financial Planning Ltd is owned by Matthew Harris and Wendy Cochran. Dalbeath Financial Planning Ltd is authorised and regulated by the Financial Conduct authority (603653). This site is intended for UK consumers only.
