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about our team.
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Neil Smith
Managing Director
I have been helping my clients achieve their financial goals and fulfil their aspirations for over 26 years. I began my career in financial services in 1994 and decided the time was right for me to start my own business in 2009.
My philosophy is not to blind clients with complexities but use jargon-free, easy to understand language which enables them to make informed decisions about their existing and future planning needs.
01246 224 030
Email Me
Rachel Smith
Director
Rachel is one of the founding directors of Harmony Wealth Management, and is responsible for the branding of the company, her current role is looking after the internal finances of the company.
Rachel's hobbies include Yoga, Keep Fit and Craft Projects.
01246 224 030
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Steve McAllister
Client Services Manager
Steve has worked in the Financial Services Industry for over 20 years for a major high street bank, a well known insurance company, before working in a capacity as both an administrator and paraplanner within the Wealth Management Sector.
Steve's hobbies include Cycling and going to local football games.
01246 224 030
Email Me
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.
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.
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.
The addition of a Will writing service and being able to arrange Lasting Powers of Attorney has been a much welcome benefit, thereby alleviating the need to engage other professionals in what is a private and delicate subject.
