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