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Wealth Management...with a personal touch

Harris & Associates are Financial Planners who specialise in ensuring their clients financial plans enhance and provide the lifestyle they desire. Whether it be protecting assets, passing down legacies, making the most of their wealth and pensions, or exiting a business, we can help you. We recognise not all clients are the same and have created three distinct services to meet our client’s needs, whether you are starting out and building your wealth, have assets you would like managed more effectively, or really engage with your funds and have a very personal service. 

Get in touch to discuss your financial situation

Get in touch to discuss YOUR wealth creation, management and engagement

Call us on 01564 829009

Newsletter Sept/Oct 2018

Latest News

08 November 2017

Newsletter Sept/Oct 2018

Cash may not be King Pension savers risk a significant tax bill. Download the Harris & Associates Sept/Oct 2018 Newsetter here. Read more

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What People Say...

“Thank you very much for organizing my life cover. You were very helpful and I understood everything you explained to me. It is not very often you come across such a genuine kind person and I thank you for all your honesty and businesslike manner. I will be recommending you to all my friends.”

John Bromley

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Get in touch to discuss YOUR wealth creation, management and engagement

Call us on 01564 829009