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01246 224030
Call Us Now
01246 224030
Retirement Planning
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...
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Wealth Preservation
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...
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ISAs
ISAs represent a tax-efficient container into which to place cash savings and investments in equities, bonds and collectives.
read moreThe great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call us today on 01246 224030 or complete our short enquiry form and we'll be pleased to help you.
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed
When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances
Will Writing Service
Currencies Direct
Bird's Words
Harmony Wealth have overseen our entire financial affairs from their inception and for many years previously by Neil.
We have found their impartial and independent advice invaluable, covering a wide area of our requirements, all of which has been handled with extreme confidentiality, punctuality, reliability and friendly professional service.
Nothing has been too much trouble and we have had no hesitation in recommending them to a number of friends and colleagues, all of whom have expressed their thanks for doing so.
Mr Neil Smith has been looking after my mother's financial affairs for a number of years. He has always dealt with our queries promptly and he is always very professional and friendly, nothing is too much trouble. A great guy and we hope he will be acting on our behalf for many years to come.
Trust my hard earned savings to a banker to invest? Not me! I use Harmony Wealth Management. Harmony for friendly, simply explained, trustworthy and truly independent financial advice.
Harmony Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority.
Harmony Wealth Management Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 713818.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.