Harris & Associates Financial Consultants Ltd

Independent Financial Adviser 37 Silver Street, Wythall, Birmingham, B47 6ND

First meeting at adviser's own cost

Response rating

7.0/10

10th September 2018

We are proud we have created and been able to build the firm on Client referrals and recommendations.

We can advise you on

Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Long term care
- Long term care
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Dean Harris

Managing Director

Qualifications & Accreditations Hide qualifications

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Jane Bowyer

Pensions Specialist

Maureen Atkinson

IFA

Where to find us

37 Silver Street, Wythall, Birmingham, B47 6ND

About us

Harris & Associates are Financial Planners who specialise in ensuring their clients financial plans enhance and provide the lifestyle they desire. Whether it be protecting assets, passing down legacies, making the most of their wealth and pensions, or exiting a business, we can help you. We recognise not all clients are the same and have created three distinct services to meet our client’s needs, whether you are starting out and building your wealth, have assets you would like managed more effectively, or really engage with your funds and have a very personal service.

Our services

Created is 2001 by Dean Harris the company has since grown to have specialist advisers who can advise in all areas of financial planning, supported by an experienced administration team

We can advise you on

Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
- Small business
Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Long term care
- Long term care
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Contact options

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