Harbour Wealth Limited

Independent Financial Adviser 18 Lower Park Road, Tenby, Pembrokeshire, SA70 7NG

First meeting at adviser's own cost

Response rating

9.0/10

3rd December 2018

Harbour Wealth Ltd are professional, highly qualified Independent Financial Planners

We can advise you on

Bad credit
Buy to let
Commercial for individuals
Equity release
First time buyers
Flexible
High loan to value
Remortgage
Residential
Right to buy
Self build
Self employed

Meet our advisers

Chris Brace

Director

Qualifications & Accreditations Hide qualifications

J07 - Supervision in a Regulated Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the supervisors role in a regulated organisation; recruitment, training, attaining competence, maintaining competence and supervising competence; management information and performance standards; Financial Services Authority rules and guidelines in respect of competence and supervision; the legal and regulatory aspects of employment and supervision.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CeLM - Certificate in Lifetime Mortgages (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.

Paul Diment Mr

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CeLM - Certificate in Lifetime Mortgages (LIBF)

Where to find us

18 Lower Park Road, Tenby, Pembrokeshire, SA70 7NG

About us

At Harbour Wealth we enjoy all aspects of the financial planning process but particularly relish giving our clients the peace of mind that their finances are in order, whether it be helping them to arrange sufficient retirement income, making more from their investments, reducing the risks they are subjected, purchasing a home or protecting their family should the worst happen. We also liaise closely with solicitors and accountants to provide advice around our clients social and nursing care funding requirements.

Our services

Pension transfer advice and tax efficient investment recommendations. The pension and investment audit service we offer where we review and manage our clients existing pension arrangements and investment holdings has been very popular. By reviewing their existing contracts risk, past performance and existing charges and by making fund alterations based on market conditions and any aspirational changes, we can ensure that our clients remain on-track with their financial goals. Our internal Wealth Management service is very popular.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

We can advise you on

Bad credit
Buy to let
Commercial for individuals
Equity release
First time buyers
Flexible
High loan to value
Remortgage
Residential
Right to buy
Self build
Self employed

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Free mortgage review Select

Preferred clients

Minimum mortgage value

£0

Contact options

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