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
9th December 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
adviser-person
Stephen Whittingham-Jones
Financial Adviser
Where to find us

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

Make an enquiry
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
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 1.73 mi
Award winning adviser, award winning firm, specialising with Medical Professionals in Devon & Cornwall. Clear vision and specialist advice.
 
Independent Financial Adviser 2.46 mi
Financial Planning and Investment Management to help you to achieve the future you want and deserve.
 
Restricted - whole of market 2.91 mi
Simply offering first class professional financial planning advice.
 
Independent Financial Adviser 2.91 mi