We are Chartered Financial Planners. Our core service proposition is Wealth Management but we also offer traditional financial advice.
We have gained the prestigious Chartered title from the Chartered Insurance Institute (CII). This is our industry's gold standard for firms of financial planners, as only the UK's premier firms qualify for Chartered status. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
Our Financial Planners are experienced, well qualified, and will offer you the choice of paying by fee or commission offset (where available). Initial no obligation Discovery discussion is at our expense.
Our core service is Wealth Management. We devise strategies for our clients and ensure they are regularly reviewed.
Our investment philosophy is based on research by some of the world’s top academics and investment houses.
Our competitive advantage is based upon state of the art technology, high quality staff and a personalised client service proposition that delivers peace of mind. Our team experience promotes creativity and open communication, resulting in happier, wealthier clients.
Only the UK's premier financial planning firms qualify for Chartered status. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity
Harley Financial Services Ltd, 20 Meeks Road, Falkirk, Falkirk, FK2 7ES
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