About Us

Harmony Wealth Management

In an ever changing environment, we are a fresh, forward - thinking company, always striving to tailor our services to your individual requirements.

We have a wealth of experience, and so when change occurs, we are there to guide you through the finer details of financial planning to keep you on track. We will help you to achieve your personal and financial goals, by aiming to keep life and money in perfect harmony.

Neil Smith

Neil started his financial services career in 1994 as an insurance agent for Refuge Assurance, and quickly excelled in his chosen field.

In 1998 Neil moved on to further his experience, working for London & Manchester .A year later, the opportunity arose for him to move into Independent Financial Advice with a leading Financial Services Firm in Sheffield, and latterly in a senior management role within the company. Neil made the decision to set up Harmony Wealth Management in 2009, as he saw a chance to provide clients with a bespoke service in an ever changing financial environment. The business is going from strength to strength as the client base grows, chiefly thanks to word-of-mouth recommendations.

Originally from Dronfield, Neil now lives in Chesterfield with his wife and two youngest children. His hobbies include Kung Fu and playing the saxophone.

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.

T J & K Winter Norwich
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.

Ann Selby (Mrs) for: Mrs. E. Cunningham (December 2009)
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.

Trevor Mee, S. Lanarkshire, Scotland

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.

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