Harley Financial Services

Independent Financial Adviser Harley Financial Services Ltd, 20 Meeks Road, Falkirk, Falkirk, FK2 7ES
FCA verified
15th October 2018
Chartered Financial Planners providing wealth management strategies and specialist financial advice to private and corporate clients across the UK.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Group pensions
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
Douglas Harley APFS
Chartered Financial Planner
adviser-person
Gary Buchan
Financial Planner
Where to find us

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

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

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

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