Julian Harris Financial Consultants Ltd

Independent Financial Adviser  Julian Harris House, Ashford, TN23 7UN
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FCA authorised
Last authorised 10th May 2021
Beverley based Independent Financial Adviser - I take pride in helping people plan for the future.
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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SIPPs
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Stakeholder
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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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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Critical illness
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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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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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Group risk
Meet our advisers
Mr Martin Fahy
Independent Financial Adviser
About us

Based in Beverley East Yorkshire, Martin provides independent specialist advice including investment planning, pensions and retirement planning, income drawdown advice, protection planning, business planning and tax planning advice.

Our services

By getting to know you and your current circumstances, and where you’re wanting to be in the future, we will create a financial plan that is bespoke to you.
We will cement a strong relationship where your needs come first, and your plan is reviewed on an ongoing basis to make sure you achieve your goals.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Julian Harris House, Ashford, TN23 7UN

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