Plan for the future, plan for success
In partnership with Cosgrove Brown Financial Planning, we believe in thinking differently when it comes to financial planning. We can assess and identify the necessary steps needed for a greater deal of success in the planning stage, and ultimately lead you with a plan that makes sense and is fully actionable. We conduct all our initial meetings without any cost, and will never obligate you to undertake the steps we decide. It’s your business at the end of the day.
Our services include:
- Protection – Life cover, Income Protection, Critical Illness, Health Insurance
Retirement Planning – Pensions, Annuities, Auto Enrolment
- Residential Mortgages – including Equity Release & Home Reversion Plans
- Investments – ISA’s, Bonds, Wrap Accounts, OEICs
- Commercial Finance – Mortgages, Factoring, Restructuring, MBOs
- Inheritance Tax Planning – Tax-efficient Gifting, Wills
- Long Term Care – Equity Release, Funding Options, NHS Continuing Care Funding
Our offices are centrally located in Fforestfach, Swansea, or if you prefer, we would be pleased to meet you at the offices of H.R. Harris & Partners.
Ready to switch?
First, we need to talk
We’ll learn about you, you can find our more about us and how we work and then we’ll agree in principle to work together.
We’ll take it from there
Whether you’re switching or signing up we just need some information and your permission to get things moving.
Agree a personalised plan and workflow
From day one, you’ll always know what to expect from us and will find our team fitting neatly around the way you work.
Get a free consultation
Let’s talk. You’re very welcome at our Swansea or Cross Hands offices, or we can stick to phone or video. Rydym yn siarad Cymraeg.