Skip to main content

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 July/August 2019

Latest News

16 September 2019

Newsletter July/August 2019

Choppy Waters, Not Full on Gale Wait for the bad weather to pass and stay the course. Download the Harris & Associates Jul/Aug 2019 Newsetter here. Read more

View more News

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

Read Further Testimonials

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

Call us on 01564 829009