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...

read more

Wealth Preservation

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...

read more

ISAs

ISAs represent a tax-efficient container into which to place cash savings and investments in equities, bonds and collectives.

read more

Welcome to Harmony Wealth Management Independent Financial Advisers in Chesterfield, Derbyshire

The 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 by clicking on the form button below and we'll be pleased to help you.

General Enquiry Form

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

Title
*First Name
*Last Name
Mobile
*Telephone
Best Time to Call
*Email Address
Message

Submit Your Information

Would you like to be kept informed by email?
How did you hear about us

Please tick this box to confirm you have read and understood our privacy statement.

*Captcha




 

 

Content categories: 

Welcome to Harmony Wealth Management Independent Financial Advisers in Chesterfield, Derbyshire

The 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 by clicking on the form button below and we'll be pleased to help you.

General Enquiry Form

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

Title
*First Name
*Last Name
Mobile
*Telephone
Best Time to Call
*Email Address
Message

Submit Your Information

Would you like to be kept informed by email?
How did you hear about us

Please tick this box to confirm you have read and understood our privacy statement.

*Captcha




 

 

Content categories: 

Our Areas Of Expertise

    • Wealth Management

      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.

      Read more
    • Business Insurance

      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

      Read more
    • Financial Planning

      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

      Read more
    • Health Insurance

      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.

      Read more
    • Life Assurance

      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.

      Read more
    • Pensions

      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

      Read more
    • Savings & Investments

      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

      Read more
    • Taxation

      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

      Read more

Request a Call Back