Harlequin Financial Management Ltd

Independent Financial Adviser  1a Bonington Road, Nottingham, NG3 5JR
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FCA authorised
Last authorised 20th September 2021
We are highly experienced investment and pension specialists whose aim is to minimise risk and maximise tax efficiency and rewards.
We can advise you on
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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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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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
Meet our advisers
MR Christopher Hughes
MR Antony Shreeve B A (Hons) Dip.PFS Cert.CII(MP+ER) Cert.CII(Life & Pensions)
Director
About us

Harlequin Financial Management was established in 2005 as we wanted to run a better model of business than was seemingly the 'norm' at that time in financial services.

We provide pension and investment advice to individuals, companies and Trusts.

We have over 65 years of combined experience in advising clients and are proud of the number of clients who have been happy to stay with us for decades, not just years.

Our services

Communication is one of our strengths, both in terms of keeping in regular contact with our clients, but also in explaining the reasoning behind our recommendations, so that the client can make their final decisions on an informed basis. If a client is unsure of what we are doing and why, then we see this as a failure of communication. We see a large part of our job as reducing the very complex issues involved in pension & investment planning into easy to understand blocks which can be used to build an overall strategy to best suit the client's circumstances.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

1a Bonington Road, Mapperley, Nottingham, NG3 5JR

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