Harley Financial Services

Independent Financial Adviser  Harley Financial Services Ltd, Falkirk, Falkirk, FK2 7ES
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FCA authorised
Last authorised 1st March 2021
Chartered Financial Planners providing wealth management strategies and specialist financial advice to private and corporate clients across the UK.
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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Pensions transfer
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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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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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Group Pension/Stakeholder
Meet our advisers
MR Douglas Harley APFS
Chartered Financial Planner
MR Gary Buchan
Financial Planner
Mr Keith Barron
Chartered Financial Planner
About us

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 services

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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Harley Financial Services Ltd, 20 Meeks Road, Falkirk, Falkirk, FK2 7ES

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