We are currently only taking on investment or wealth management clients with more than £200,000 to invest. We apologise for not being able to assist with smaller sums than this.
How can Harris Independent Financial Advice help?
Based in Boston Spa, we offer advice on wealth management to clients across the UK.
As with all our pension and investment clients, we will design a portfolio of investment funds to match your appetite for investment risk, and personal circumstances. We will take all your assets into account, and consider issues such as:
Why choose Harris Independent Financial Advice?
Matthew Harris accumulated more than nineteen years' experience as an investment manager before becoming an IFA, so has a deep understanding of, and strong contacts within, the asset management industry. Because Harris IFA is an independent financial adviser we are not tied to any other financial company or network, so have a free hand to choose the best pension and investment companies in the UK to invest your money with. Our relationships with these companies mean that you get the best service at the lowest possible cost, often much lower than can be achieved directly.
What is the process?
As part of a free initial review of your wealth management needs we will make recommendations as to what should be done with your investments and other assets. You will then be able to consider these recommendations with no obligation to proceed.
What do existing customers say?
“My investment portfolio was not performing as I wanted it to, seemed too risky, and the management fees were far too high. Matthew produced a straightforward wealth management plan to resolve the situation. Now I have an easy-to-understand portfolio, and my annual costs have fallen by thousands of pounds.” Andrew Garrison
For more customer feedback please see our testimonials page.