Harris Independent Financial Advice

Independent Financial Adviser 203 High Street, Boston Spa, West Yorkshire, Wetherby, LS23 6AA
FCA verified
11th February 2019
Defined benefit pension transfer specialist. Pensions, investments and wealth management. Friendly, jargon-free and unbiased.
We can advise you on
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Matthew Harris
Director
Where to find us

203 High Street, Boston Spa, West Yorkshire, Wetherby, LS23 6AA

About us

Based in Boston Spa. Yorkshire, we offer intelligent, FCA-regulated independent financial advice on pensions (including final salary pension transfers), investments, mortgages, life insurance and many other areas to clients across the UK. The founder Matthew Harris has more than twenty years of investment and pensions industry experience. Our service is friendly, efficient, professional and good value for money, and an initial assessment of your situation is always free.

Our services

We provide independent advice on personal and occupational pensions, including choosing a pension company, selecting investments, and using annuities or income drawdown to provide retirement income. We also advise in final salary pension transfers.

Our independent mortgage advice service cuts the stress out of the residential or buy to let mortgage application process - we will find you the best deal and apply on your behalf, saving you time, worry and money.

We also advise on investments, insurance, auto-enrolment, wealth management, trusts and estate planning.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Harris Independent Financial Advice is a trading name of Dalbeath Financial Planning Ltd, FCA603653, which is owned by Matthew Harris and Wendy Cochran.

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