Harris & Associates Financial Consultants Ltd

Independent Financial Adviser  37 Silver Street, Birmingham, B47 6ND
First meeting at adviser's own cost
We are proud we have created and been able to build the firm on Client referrals and recommendations.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MRS Maureen Atkinson
IFA
MS Jane Bowyer
Pensions Specialist
MR Dean Harris
Managing Director

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.

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.

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

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

Where to find us
Head office address: 37 Silver Street, Wythall, Birmingham, B47 6ND
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021

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