Harbour Wealth Management

Independent Financial Adviser  Hillywych, Portreath, Cornwall, TR16 4NE
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Stephen Whittingham-Jones
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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.

Where to find us
Head office address: Hillywych, Sunnyvale Road, Portreath, Cornwall, TW13 4HJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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