Our New Strategic Partnership

We are delighted to announce that The Wealth Harbour has been acquired by Bristol based IFA, Aspirations Financial Planning which is a trading style of Hybrid Advice Central Limited, authorised and regulated by the Financial Conduct Authority (711110).

Following this acquisition, our team and clients have transferred to Aspirations, where advice and services are now provided. The Wealth Harbour is no longer trading and has been de-registered by the Financial Conduct Authority, meaning it is no longer authorised and regulated by them.

In partnering with Aspirations and Hybrid Advice, our clients will benefit from wider investment expertise, access to more platform and investment solutions and improved technology tools, all of which will enhance the value and experience our clients enjoy.

We are excited to have begun this new chapter and would like to thank our clients for their continued support in transitioning to Aspirations.

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About You

Your story

We believe financial planning is more than just the facts and figures. It's about you, your family, your hopes and aspirations. Our open-minded approach gives you the best opportunity to achieve them. We deal with people in a similar financial situation, but we know that the way you think and feel is unique to you.

We specialise in working with people with wealth, as well as those who are approaching retirement or other major life stages. For instance; selling your business, divorce & planning wealth transition through the generations.

People approaching retirement People with Wealth

What makes us different?

An unmatched 30:1 client-to-financial planner ratio

Most firms treat you like just another number, ignoring calls and taking weeks to reply to emails. This is because many firms have well in excess of 100-150+ clients per financial planner. At The Wealth Harbour, we genuinely care about our clients. We have far more available time per client. We never stand still in what we deliver, because we believe there is always a better way. That’s why we maintain an industry-leading client-to-financial planner ratio of 30:1.

Our Story

Meet the team

The Wealth Harbour team are a blend of highly experienced financial professionals supported by an excellent back office team. Combined we bring a fresh perspective to financial planning and the service we provide. Together, we'll help you achieve what you really want for you and your family.

About Us

Customer testimonials

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"James and his team have helped me get real clarity on my wealth plan objectives and how to plan for longer term financial security for me and my family. I really value the knowledge , honesty and service that I have received to date and feel more at ease about my families financial security for the future."

Nicola Heaslip

May 2024

"My wife and I were introduced to James on my retirement. With very basic understanding of finance and investments it was so reassuring to meet someone who was able to sit down and take unlimited time explaining processes to us. His advice has been exceptional. The progression of our investments has been strong."

Glenn Ralphs

May 2024

"Having been an investor with a large Asset Management firm for 25 years and coming to retirement and needing estate planning it was great to have the recommendation of a friend to meet up with James and go through all our current financial needs. His advice was outstanding and together with his team it was wonderful to have everything covered by top quality people, all under one roof."

Andrew

May, 2024

Your story

An unmatched 30:1 client-to-financial planner ratio

Meet the team

Customer testimonials

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