Based in the beautiful spa town of Harrogate, we are a small team of fiercely independent financial advisers who pride ourselves on the tailored, highly personalised approach we bring to every client.
Specialising in providing comprehensive financial planning and wealth management whether for individuals, businesses or trusts, Harrogate Wealth Management’s success is based on personal reputation and professional referral. We are renowned for our expertise in pensions and retirement planning.
Acting as trusted advisers, we have a consultative style, working closely with our clients and using our many years of experience to develop a detailed, bespoke financial plan, bringing together your personal and business wealth.
As fee-based wealth managers, we are not tied to particular companies or products, but instead offer truly impartial advice to the benefit of our clients. Our transparent fee structure also means there are no hidden surprises.
Understanding your particular circumstances and why you have come to us to help you with your financial strategy is at the heart of our business...
We believe we can only provide the best service to our clients by being completely independent with no vested interest in leaning towards any particular company...
With independence and client focus at the core of our business, we are committed to helping you protect your wealth. Here’s how we’ll guide you through the process...