Harbour Wealth Management

Independent Financial Adviser Hillywych, Sunnyvale Road, Portreath, Cornwall, TR16 4NE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
3rd December 2018
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Stephen Whittingham-Jones
Financial Adviser
Where to find us

Hillywych, Sunnyvale Road, Portreath, Cornwall, TR16 4NE

Contact us
About us

We pride ourselves in building long term relationships with our clients. Our range of expertise includes working with businesses, pensions before and after retirement and investments all sizes.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000

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