Quantum Wealth Management Ltd

Independent Financial Adviser Harrogate Business Centre, Hammerain House, Hookstone Avenue, Harrogate, North Yorkshire, HG2 8ER
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
2nd December 2019
Bespoke, holistic financial planning with a specialism in the at-retirement and in-retirement advice area, including Defined Benefit/Occupational pensions.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Harwin Bosworth
Managing Director
Accreditations
Chartered Financial Planner
What our clients say
Mr Bosworth has acted as my financial advisor and provided expert advice on insurance , mortgages, and pension / retirement planning for the last ten years Following his advice, a number of personal pensions I held were rationalised and re-invested . My portfolio has since been actively managed rather than languish as it previous did and is continuing to grow above expectation, as a consequence of the advice Mr Bosworth has given me. I was able to secure a release of funds through Mr Bosworth to be able to purchase my present residential property eight years ago. Since then, an interim release of funds has been provided with his help to enable me to cover the cost of renovations to the property. The professional advice given to me by Mr Bosworth has been proved to be exemplary. His knowledge of the financial products he has introduced me to has been comprehensive and presented to the highest standard. I have no hesitation in recommending Harwin Bosworth and his company, Quantum Wealth Management.
Dr S J Edge, Burley in Wharfedale
We would have no hesitation in recommending Quantum Wealth Management for financial planning in retirement. After explaining to Harwin on his first visit of our needs he then went away and looked into various options and best deals on the market for us. On his second visit he explained all of them in depth and in an easy to understand language. We decided to go down the Equity Release route and Harwin#s customer service was first class. A first-rate experience providing us with all the relevant information to enable us to make an informed decision, and conducted with no sales pressure. On completing forms etc Harwin has stayed in touch via the telephone to ensure that everything was going to plan. Harwin Bosworth was polite, courteous and knowledgeable throughout.
D & S Lunn, Harrogate
Mr Harwin Bosworth secured me a personal pension monthly payment of nearly double the amount of the original sums I was offered by my former employers scheme. I am extremely grateful for the prompt and professional service given to me by Harwin.
B. Dalton, Ripon
I, James A Gill. Confirm that I met Harwin C Bosworth Dip PFS – Independent Financial Adviser in 2005, when he gave me advice on a mortgage bridging loan which I required to purchase a new home. Harwin researched the markets for a very competitive deal and thuis led to a suitable transaction. In January 2008, Harwin advised me on a Sterling Investment Bond. This turned out to be a very profitable investment. In March 2012 when I retired, Harwin again advised me on my pensions and investments, which to date has proved to be very good advice. I meet up with Harwin every year to review my pension, investments and financial needs and I have been very pleased with the advice I have received. I would be happy to recommend Harwin Bosworth as a capable Financial Adviser.
J. Gill, Skipton
Harwin has a proven record of reliability, honesty and a proven record of investing clients finances to the very best order. His advice is always with deep sincerity, we have absolute confidence with his advice. We would highly recommend Harwin Bosworth of Quantum Wealth Management.
E. Dalton, Harrogate
My relationship with Harwin goes back several years. Over the years I feel he has always given sound advice, no more so than during the last recession when my funds faired better than most due to his guidance and expertise. I would not hesitate to recommend his services.
Mr G. Hindmarsh, Harrogate
My acquaintance with professional financial advice began only upon my retirement – an early retirement – with its attendant need to ensure a sound and safe way of providing for my future. The first two advisers with whom I had dealings with were followed, upon their departures from my chosen firm, by Harwin Bosworth, whom I have now known for longer than his two predecessors. For some time Harwin worked with this well known Harrogate firm, introducing himself and demonstrating his commitment to my and alas to my sister’s interests in assessing our financial attitudes by profiling tests, recommending some modifications to our investments while ensuring our understanding of the reasons for the changes with as full explanation as we asked. When the said firm altered the direction of the business away from the direction Harwin hoped to follow, he sought a connection elsewhere, determined with steadfast resolve to remain in the field of giving financial advice to individual clients; always generous with his time, no question raised by us left unanswered, and our meetings followed by full reports, not omitting supplementary details and points of information. This concern for me and my sister’s overall financial position at our later stage in life has extended to consider in-depth recommendations on inheritance tax planning , and in this matter he helped me particularly when a well known firm of national stature made a serious error of omission which was duly and apologetically corrected. His expertise extends further to assistance with attention to long term care insurance, so welcome to people in the advanced age group; moreover he gives us every indication of willingness to continue to advice and plan for us as far into the future as we can see.
M. Lupton, Harrogate
Harwin Bosworth has advised me on financial matters for at least eleven years. I had very little experience of investments but Harwin has always been very conscientious and infinitely patient, ensuring I understood the terminology and implications. Under his guidance I opened a life policy to provide for my children upon my death and my modest savings have steadily increased in value whilst invested in stocks and shares under the ISA umbrella. Harwin also arranged for me to invest a specific sum for my three grandchildren, this fund pays a dividend if the FTSE lower closing level rises above the rate on the day the fund was opened. I had no knowledge of this type of investment but am more than satisfied with the increase in value. I have been very satisfied with Harwin’s advice and his support has enabled me to feel far more confident about making the right decision for my financial future. Every year Harwin reviews my financial situation and is fully aware I prefer not to take risks but follow a cautious approach to my investments.
J. Elias, Saxmundham
As someone who doesn’t prioritise looking after my finances I have need of someone to remind me that this important aspect for my future security. Harwin has provided lots of good advice to me over a number of years and I am glad I took his advice 20 years ago when I purchased my first house. Harwin advised me to purchase a life and critical illness policy. At the time I wasn’t sure but I took his advice and I am so glad I did. In 2016 I needed that policy as I was diagnosed with breast cancer. I am now in recovery but one of the things I don’t need to worry about is my mortgage thanks to the life and critical illness policy.
C. Horsley, Harrogate
Our company has been a client of Harwin’s for over 8 years. I have found him to be very reliable and very importantly, approachable. His patience has no ends when explaining financial information to the uninitiated!
YORLMC, Harrogate
Regarding Mr. Harwin Bosworth. We have been very pleased with how Harwin has dealt with our finances since taking over from the previous adviser. He has stabilised our financial situation and explained everything in detailin a pleasant manner. We would be very happy to recommend him to anyone.
C. Parkinson, Wakefield
Harwin Bosworth made a very considered and thoughtful assessment of my financial position in conjunction with a judgement on my attitude to risk. As a result he was able to recommend a number of options suitable to me, always taking care that I comprehended each aspect of the proposition in a very unhurried and professional manner. Thanks to Harwin’s attention to detail, I feel very satisfied that I have a clear understanding of the financial products I have committed to and confidence they will deliver what I am looking to achieve.
N. Jackson, Knaresborough
I was introduced to Harwin in 1998 when he was working at a local firm. Since that time, Harwin guided my father and I through difficult financial times giving sound, sensible and unbiased advice on many aspects on monetary matters. In 2005, he invested a lump sum for me and after only a year, the investment made a healthy return. In 2014 Harwin sought a new mortgage deal for me which saved me approximately £1,200 per year. He is a trustworthy, focussed and well established financial adviser who has a deep knowledge and understanding of the current financial market, which enables him to seek and find the best deal for his customers.
A. Baird, Harrogate
Harwin Bosworth has been my financial adviser for over 13 years. He set up a personal portfolio with money I had available for investment in 2010. This portfolio has consistently increased in value and performed above the benchmark annually. I’ve been shown independent data supporting this. However, I am made aware of possible fluctuations in market values. Mr Bosworth visits me each year to discuss all aspects of my investments including my required level of risk. He checks details of my current income and expenditure and gives advice if necessary. He explains with patience any queries I have about correspondence I have received from the investment companies regarding changes they make to individual funds, any questions I may have on fees and commission or any general concerns regarding financial matters. I receive a comprehensive written report confirming details of our meeting and a full valuation of all my investments, assets and estate. I am treated with kindness and respect by Mr Bosworth who has a calm, gentle and confident persona. I am very satisfied with his advice and I’m certain I couldn’t find a more competent and genuine Financial Adviser and would recommend him without any hesitation at all to anyone wanting efficient, professional and honest financial advice.
J. Foley, Harrogate
We are writing this letter with grateful thanks to Mr Harwin Charles Bosworth who for the last 9 months approximately has been working flat out to trace a pension we were mis-advised about. His diligence and commitment to this project has been second to none. He achieved a substantial sum of money that we thought we would never see again. We are eternally grateful for his help in this matter and his advice with regard to the investment of this money. We will look forward to his advice and guidance in the future and will be recommending this gentleman and his Company to anyone who requires financial advice
G & B Isaacs, Kippax
We have taken financial advice on investments and pension products for over 5 years from Harwin Bosworth. During this time he has listened to our concerns and has offered us choices to reflect our particular needs coupled with well researched advice. We anticipate a beneficial long term financial relationship
A & K Piatkowski, Harrogate
We have been impressed by the personal service you have offered and the products recommended which we feel has given us a good tax efficient outcome. We found the experience of great benefit and would recommend your services to anyone who requires financial advice.
A & A Wright, Harrogate
Where to find us

Harrogate Business Centre, Hammerain House, Hookstone Avenue, Harrogate, North Yorkshire, HG2 8ER

Make an enquiry
About us

Quantum Wealth Management Ltd was established in 2010. We became authorised and regulated by the Financial Conduct Authority in 2016.

Our staff are highly qualified and you will be dealt with promptly, efficiently and professionally at all times. We endeavour to deliver the highest level of service, value for money and, above all we aim to make you feel more confident about your financial future. We are only happy with complete customer satisfaction.

Whatever your financial goals, we are here to help. You’ve worked hard and made sacrifices. Let us help you make sure you are better able to achieve your dreams, whether that’s to buy a house, fund your retirement, to fund education for children and grandchildren, giving back to the community or something else. We are here to listen to you, understand and create bespoke plans to make sure your money works as for you. To do this we assess your attitudes towards risk and reward, use our experience and knowledge of the Financial Services industry combined with industry technology to help us research appropriate solutions, and make sure any solutions presented are the most appropriate for your needs.

Our services

We specialise in the at-retirement and in-retirement advice area with the majority of our existing clients falling into this category. We help clients make the best choice with their pension pots by providing you with a thorough analysis of the numerous options available. Being completely Independent means that you can be confident that the advice you receive is fully bespoke and tailored to your exact needs.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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