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.
Harbour Financial was set up in 2000 by three very experienced Financial Advisers who were, and still are, very good friends outside of work. In addition, we now have family members working within the firm, adding to a very real personal business. We all value the openness this allows within the business, which our clients tell us comes across in our relaxed but professional and approachable style.
Based in Essex, we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.
Our qualified independent advisers cover the whole financial services market. Whether you are seeking to finance your mortgage, build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions.
Building rewarding relationships
Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. It is important for us to gain thorough understanding of our clients' requirements. With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.
Impartial advice of the highest quality
At Harbour Financial, our experience and technical knowledge enables us to meet all of our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our clients' interests – not someone else’s.