Harmony Wealth Management LTD

Independent Financial Adviser  The Pinnacle, Leeds, LS1 5AA
First meeting at adviser's own cost
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
9.0/10
check
FCA authorised
Last authorised 16th May 2022
What our clients say
Harmony Wealth have overseen our entire financial affairs from their inception and for many years previously by Neil. We have found their impartial and independent advice invaluable, covering a wide area of our requirements, all of which has been handled with extreme confidentiality, punctuality, reliability and friendly professional service. Nothing has been too much trouble and we have had no hesitation in recommending them to a number of friends and colleagues, all of whom have expressed their thanks for doing so. The addition of a Will writing service and being able to arrange Lasting Powers of Attorney has been a much welcome benefit, thereby alleviating the need to engage other professionals in what is a private and delicate subject.
T J & K Winter, Norwich
Mr Neil Smith has been looking after my mother's financial affairs for a number of years. He has always dealt with our queries promptly and he is always very professional and friendly, nothing is too much trouble. A great guy and we hope he will be acting on our behalf for many years to come.
Mrs. E. Cunningham, Chesterfield
Trust my hard earned savings to a banker to invest? Not me! I use Harmony Wealth Management. Harmony for friendly, simply explained, trustworthy and truly independent financial advice.
Trevor Mee, S. Lanarkshire, Scotland
What were the circumstances that caused you to look for a financial adviser? I have dealt with Neil for some 21 years now and during that time his advice has enabled me to take best advantage of my financial investments. Without his advice,I am sure that my pension arrangements,in.particular , would not be as sound as they are today. How did Neil Smith help you? Neil's friendly yet thoroughly professional approach has been invaluable. He explains financial.natters in terms which I as a lay man can clearly understand. Have you seen the outcome you were hoping for? There is always scope for higher returns,but considering the vagaries of the economic climate over the years,I am satisfied with the current outcomes. What could they have done better? Difficult to know. Neil's steady hand on the tiller is as good as I would expect
Bob Rowley, Verified Vouchedfor Review
What were the circumstances that caused you to look for a financial adviser? Very poor interest rates at local banks. Upcoming retirement. Investment of deceased parents property. How did Neil Smith help you? Helped with our attitude to risk etc in our investments, and invested to suit our needs. Gave clear advice regarding stocks and shares, including risks etc. Advice in choosing Annuity Pension. Advice in drawing up our Wills. Have you seen the outcome you were hoping for? Very pleased with the outcome, wish we had met Neil sooner! What could they have done better? Cannot think of anything Neil could have improved on we get regular portfolio updates and statements.
Ian Plows, Verified Vouchedfor Review
What were the circumstances that caused you to look for a financial adviser? My husband, a solicitor, died when I was 43 years old with a 6 year old child. My husband had taken care of all our finances and basically, I did not have a clue about such a serious matter. How did Neil Smith help you? He discussed with me the various options and guided me in the right direction for my personal finances and a trust fund for my child. Have you seen the outcome you were hoping for? I am in a secure position despite the current financial difficulties going on around us. What could they have done better? I have every confidence in the decisions Neil has taken over the years.
Christine May, Verified Vouchedfor Review
About us

I have been helping my clients achieve their financial goals and fulfil their aspirations for over 26 years. I began my career in financial services in 1994 and decided the time was right for me to start my own business in 2009.

I have provided advice to clients all over the country and I have a structure in place that ensures your location is never a barrier to business. I am able to utilise an 'at distant' proposition by embracing Zoom, Go To and Teams meetings which is the safest and most convenient way to conduct our business discussions and, of course, the most environmentally friendly. However, by using this method, I am able to pass on savings to you and reduce my charges accordingly.

My philosophy is not to blind you with complexities, but use jargon-free, easy-to-understand language which enables you to make informed decisions about your existing and future planning needs.

I am well versed in all aspects of financial services from pre and post retirement specialisms, through to inheritance mitigation, trust planning and investment expertise, ensuring sound and helpful advice that puts you in control and at the heart of everything I do.

Our services

This is the start of our journey together. I am going to help you prepare your plan to meet your financial objectives and achieve your aspirations. You will be in safe and trusted hands, ensuring that you and your family's assets are protected.

Where to find us
Head office address: The Pinnacle, 67 Albion Street, Leeds, LS1 5AA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Harmony Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority.

Harmony Wealth Management Ltd is entered on the Financial Services Register (<url hidden>) under reference 713818.

Harmony Wealth Management Limited is Incorporated and registered in England & Wales under Registration Number: 7006728

Registered Office: Penmore House, Hasland Road, chesterfield, Derbyshire, S41 0SJ

We use meeting facilities around the UK, however the above address is our only registered address.

Response rating
9.0/10
check
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.3 mi
We know your goals & life journey are unique to you so we never take a one-size-fits-all approach to providing advice. It is important to us to provide advice which can be trusted & on the matters that are central to you, your family & even your business
 
Independent Financial Adviser 0.61 mi
We are a firm of Chartered Financial Planners who have been providing advice to clients approaching 50 years across Cumbria, Yorkshire, Northumberland and Scotland.
 
Independent Financial Adviser 0.63 mi
Welcome to Raymond James Investment Services in Hessle, East Yorkshire. Call us today on - <phone number hidden>
 
Independent Financial Adviser 0.83 mi
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.