Advice for life

Established in 2000, Harbour Financial is firmly positioned as a premier provider of independent financial advice.

Based in Essex, we understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

Harbour Financial work in partnership with our clients, and other professional advisers such as solicitors and accountants, to meet their financial aspirations, and we recognise the importance of providing long-term, ongoing assistance and guidance.

Harbour Financial have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with advisers who are wholly committed to providing you with the best possible service and support and the most appropriate advice.


About Us

Harbour Financial is a firm of Independent Financial Advisers specialising in providing advice on investment strategies, pension planning, tax planning strategies, estate planning, mortgages, life and health insurance, and home insurance.


Our Services

Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.


Online ISA service

We're really excited to launch our new online ISA service for 2017. This lets you invest in a Stocks and Shares ISA quickly and easily.


My Adviser, David Styles, has been exceptional. He has made sure that I understand everything, every step of the way. He has kept me updated on any developments as they arose. I appreciate his personal touch in keeping me informed with emails and phone calls so that I was aware of exactly how matters were proceeding. I am confident in Harbour Financial managing my finances.

Karen, Shoeburyness

Sarah was fantastic at explaining things in terms that I could understand - she explained the meanings of financial jargon and, for the first time, I felt that I actually understood financial matters. Many thanks, Sarah!

Matt & Karen, Leigh On Sea

An enormous thank you for helping to achieve my "goals". You are a pleasure to work with.

Jan, South Woodham Ferrers

I have used Harbour Financial for the past 3 years and they have been excellent in resolving my various pension/savings requirements (and always there if I need other advice along the way). Thanks.

Tony, South Woodford

Harbour Financial has been our adviser since retirement in 2011, the advice and personal service that we have been given regarding our pension and savings has been excellent.

Linda and Ed, Witham

Get In Touch

Harbour Financial

Suite 2, Quay House,
Battlesbridge Harbour,
Battlesbridge, Essex SS11 8TD

Tel: 01268 562502

Opening hours
Mon-Fri 9:00 am to 5:00pm

Knowledge Centre

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.

Financial News

What to do if you have a complaint   |   Privacy Policy   |   Disclaimer   |   Cookie Policy

Harbour Financial is the trading name of Harbour Financial Limited Liability Partnership which is Authorised and Regulated by the Financial Conduct Authority.
We are entered on the Financial Services Register No 626323 at

The Financial Conduct Authority does not regulate, taxation and trust advice, school fees planning and will writing is not regulated by the Financial Conduct Authority.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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

The value of your investment can go down as well as up and you may not get back the full amount invested.

The FCA offers free and impartial money advice via their consumer website:

Registered in England Company No. OC392912
Registered address 16-18 West Street, The Square, Rochford, Essex, SS4 1AJ.

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