Harbour Financial | Independent Financial Advice | Rochford

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.
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Our Clients

Harbour Financial has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for many years, and throughout this period we’ve developed many good friendships.
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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.
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Investments

Typically, many of our clients want to invest their money to work for them. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
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Pensions

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.
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Estate Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax.
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Mortgages

Mortgages are possibly the largest single transaction in most people’s lives. Buying a property can be a stressful and time-consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable deal, rather than simply accepting a lender’s offer.
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Insurance

You need to ensure that you and your family remain totally financially secure, whatever happens. At Harbour Financial, we believe that ensuring that you have adequate life, health and income protection is a priority above anything else.
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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.

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
Email: ifa@harbourfinancial.co.uk

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.

01268 562502

ifa@harbourfinancial.co.uk