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About us
Harris Begley Financial Planning is a team of experienced and passionate financial advisors dedicated to helping individuals and families throughout their financial journey. We take a holistic approach to wealth management, partnering with our clients to set goals, create plans, and achieve financial security.
Our services
We offer a comprehensive range of services across various aspects of personal finance, including:
Planning for retirement
- Reviewing and optimising your workplace pension
- Setting up and managing individual pensions
- Creating a comprehensive retirement plan tailored to your needs and aspirations
Planning for later life
- Succession planning
- Estate planning and inheritance guidance
- Long-term care planning
Young families
- Mortgage planning and affordability assessments
- Savings and investment strategies
- Financial education and guidance for young families
Seeking a mortgage
- Comprehensive mortgage sourcing and comparison
- Guidance on securing the best mortgage deal for your needs and circumstances
- Assistance with the entire mortgage application and approval process
Our team
Our team of experienced financial planners and mortgage specialists are dedicated to providing personalized and tailored guidance to each client. We take pride in building lasting relationships with our clients and working collaboratively to achieve their financial goals.
Our accreditations
Harris Begley Financial Planning is authorised and regulated by the Financial Conduct Authority. We are also members of the Chartered Institute for Securities and Investment (CISI) and the Personal Finance Society (PFS).
Our investment philosophy
Our investment philosophy is based on a conservative and diversified approach to risk management. We believe in aligning your investments with your individual goals and objectives, and we utilise a combination of traditional and modern investment strategies to achieve your desired outcomes.
Why choose us?
- Personalized and tailored financial plans
- Clear and concise communication throughout the process
- A team of experienced and qualified professionals
- Strong track record of successful client outcomes
- Transparent and competitive fees
Your journey
Our mission is to walk alongside you throughout your financial journey, offering support, guidance, and accountability every step of the way. We are committed to empowering you to take control of your financial future and achieve your financial goals.
Overall Experience
All of the reviewers had an excellent experience with Harris Begley Financial Planning. They found the company to be professional, trustworthy, and helpful. The reviewers praised their financial advisors for making the process of buying a house or switching mortgages smooth and stress-free.
Communication
Many of the reviewers appreciated the regular updates they received from their financial advisors, which helped to alleviate any concerns they may have had. They found the team to be approachable, friendly, and polite, and readily available to answer any questions they may have had.
Efficiency
The reviewers were impressed with the efficiency of the company, with one reviewer stating that the process was "effortless and as enjoyable as buying a house can be". Another reviewer praised the company for being "thoroughly informed" and providing "excellent service".
Recommendations
The reviewers all highly recommend Harris Begley Financial Planning to their friends and colleagues. They praised the company for being local, approachable, and having a professional approach.
Services
The reviewers praised the company for providing a range of financial services, including mortgage advice, life insurance, and financial planning. They found the advisors to be knowledgeable and switched on, with one reviewer stating that they "know the housing and mortgage market like the back of their hand".
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