Reviewing your financial provisions, sometimes arranged over many years, can feel overwhelming, confusing and far too complex. We can work together to assess your existing arrangements, which may incorporate pensions, savings, investments, mortgages and financial protection policies to ensure that these are serving you well for both today and for the future.
As an Independent Financial Adviser with Julian Harris Financial Consultants I am not tied to particular providers nor restricted to particular products which means I can work on your behalf to provide an individually tailored solution to ensure you have sound foundations in place on which to build for the future.
Providing a professional, confidential and friendly service I will spend time with you understanding your current circumstances and future goals. Following research and analysis I will present a financial plan in line with your objectives which we can put in place over a suitable time frame.
Importantly, we will set up regular reviews to adapt the plan to any changes in your circumstances, whilst ensuring the plans continue to meet your financial requirements.
Prior to starting any chargeable work we will agree a suitable fee structure.
My privacy notice relating to personal data is available from the "click here to email" page accessed from the contact area on the right hand side.
Philip McCarthy is an Adviser of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566 Co No. 3927189.
Registered office: Julian Harris House, Musgrove, Ashford, Kent. TN23 7UN