Our Services.

We offer a full range of financial and protection services. See below for some of our most popular.

Retirement Planning

When you retire you still need food and shelter as an absolute minimum, but of course you will want to...

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Wealth Management

Wealth, just like your health, must be carefully preserved.

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ISAs

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

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Welcome to Harmony Wealth Management Ltd.

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 224 030 or email us at enquiries@harmonywm.co.uk and we'll be pleased to help you.

The Financial Conduct Authority do not regulate inheritance tax planning.

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Here's how we formulate the plan towards Your Goals.

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.

About you

We meet together to discuss your personal circumstances and your current financial situation.

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Your goals & ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

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Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

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How to get there

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

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Implement the plan

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

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Review the plan & progress updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

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Our Main Services.

  • Wealth Management

  • Business Protection

  • Financial Planning

  • Protection

  • Retirement Planning

  • Savings & Investments

  • Taxation

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01246 224 030
 

See What Our Clients Have To Say About Us.

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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

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)

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.

T J & K Winter Norwich

Stock Data.

VALUE MOVE %
FTSE 100 8317.59 -21.640625 arrow -0.25950387 arrow
FTSE ALL-SHARE 4538.02 -5.819824 arrow -0.12808163 arrow
FTSE MID 250 20770.93 139.6289 arrow 0.6767819 arrow
FTSE 350 4583.52 -5.9799805 arrow -0.13029699 arrow
Dow Jones 39069.59 4.328125 arrow 0.011079216 arrow
S&P 500 4343.46 -4.870117 arrow -0.11199971 arrow

01246 224 030
Penmore House,
Hasland Road,
Chesterfield,
S41 0SJ.

enquiries@harmonywm.co.uk