Harken Financial

Independent Financial Adviser  Kelso House, Wrexham, LL111BS
First meeting at adviser's own cost
'Harken' means to attentively listen and attend to, which is fundamental to providing excellent financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives. Harken Financial was built upon this sound principle. We provide completely independent and expert advice on pensions and retirement, investments, estate planning, protection and mortgages. We offer flexible meetings, serving clients across Cheshire, Shropshire, Staffordshire, North and Mid Wales.
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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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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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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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
Response rating
7.6/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
Thomas Parmiter
Director & Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

About us

From our offices in Wrexham, we serve clients across Cheshire, Shropshire, Staffordshire, North and Mid Wales.

We are flexible with our meetings to fit around you. We appreciate the value of face-to-face advice and typically meet you in the comfort of your own home. We also facilitate meetings by telephone and conferencing software, too.

If you'd prefer to meet us in our offices, we can be found in the heart of Wrexham's professional district on Grosvenor Road.

Our services

Harken Financial was built upon the principle of integrity and ethics. We always have you - the client - at the heart of everything we do. Harken was built for this very objective. We deliver exceptional service, expert advice and focus on true independence to help our clients prosper.

Where to find us
Head office address: Kelso House, Grosvenor Road, Wrexham, LL111BS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Harken Financial Limited is an appointed representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority under FRN 197107. Harken Financial Limited is registered in England and Wales number 12356828.

Response rating
7.6/10
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FCA authorised
Last authorised 26th July 2021

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