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