Harris & Associates

read moreHarris & 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.

read moreToday, we all face an increasingly uncertain financial future. We can no longer rely on the state to provide for all our needs. No one can count on having a job for life anymore, and we know that we need to make our own arrangements for a reasonable standard of living when we retire. We specialise in providing financial advice to individuals and companies based upon their own unique circumstances. We believe in a structured approach to financial planning. This helps you understand exactly what is happening, and gives you the time that you need to make these important decisions.

read moreInvesting is not just for the wealthy. With even modest savings you can invest your money to work harder on your behalf, to pay for that special trip, a child's wedding or even for retirement. We will also ensure that you are able to track the performance of your investments and we will undertake regular reviews to make sure that the investment is still right for you, and make changes where necessary. Within all investment literature, great emphasis is made on the need to establish a client's "attitude to risk" in relation to a particular savings or investment attitude.

read moreSuited for those who have built investment or pension assets and might own their own property and aspire to make their assets work for them. This could be using them to provide an income and retire early, pass on effectively to their loved ones and protect loss of wealth, or simply to build value. This service aims to manage your assets in a way which will enhance your financial lifestyle and we would employ tried and tested as well as innovative solutions to assist you in attaining your financial goal.

read morePurchasing a property for the first time, re-mortgaging an existing property or building a buy to let portfolio can be one of the most rewarding financial experiences we ever have. It can also be one of the most costly and it is this time that using an Adviser who has expertise in each of these sectors to advise you is critical. We will explain the various types of mortgage options available such as fixed, variable, tracker, offset etc and provide advice on the most appropriate way of repaying your mortgage to fit in with your current and future circumstances.