Harbour Wealth Management

Independent Financial Adviser Hillywych, Sunnyvale Road, Portreath, Cornwall, TR16 4NE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 2018
We can advise you on
    • 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
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Stephen Whittingham-Jones
Financial Adviser
Accreditations
Certified Financial Planner
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000

Similar advisers near you

Independent Financial Adviser 0.67 mi
Based in Plymouth we specialise in pensions and Investments, have a free consultation without obligation with us today
 
Independent Financial Adviser 0.69 mi
We've been recognised as a Finance Expert for the 2016/17 Parliamentary Review (Only Firm ever in the Plymouth Area)
 
Independent Financial Adviser 0.78 mi
Sound Financial, Sound Wealth, Sound Business - leading Independent Financial Advisers. Specialist, tailored advice for professional and private clients.
 
Independent Financial Adviser 0.91 mi
We are fully independent, transparent and work only for the long term interest of our clients.