Harbour Wealth Limited

Independent Financial Adviser 18 Lower Park Road, Tenby, Pembrokeshire, SA70 7NG
FCA verified
16th September 2019
Harbour Wealth Ltd are professional, highly qualified Independent Financial Planners
We can advise you on
  • Bad credit
  • Building your home
  • Buy to let
  • Buying commercial property
  • Buying first home
  • Equity release
  • Flexible mortgages
  • High loan to value
  • Next home / Remortgaging
  • Right to buy
  • Self-employed mortgages
Meet our advisers
adviser-person
Chris Brace
Director
adviser-person
Paul Diment Mr
Independent Financial Adviser
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum mortgage value
£0

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