Harbour Wealth Management

Restricted - Whole of Market  Hillywych, Portreath, Cornwall, TR16 4NE
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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Unit trusts
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Lump sum
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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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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
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 7th June 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. Please be aware that Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Where to find us
Head office address: Hillywych, Sunnyvale Road, Portreath, Cornwall, TR16 4NE
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 7th June 2021

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