Sean and Lorraine, - since
James shows a genuine interest in our lives and understands our goals. He has a friendly and professional approach. He made the transfer of my pension a stress-free process. I would happily recommend him.
Melissa, - since
Having lost my husband, I was in a mess. James was brilliant! He never pushed me to make any decisions. I have been 100% happy with the service I have received and would definitely recommend Wealth Harbour to a friend.
Rob, - since
James' work has been very positively beneficial to my financial position in retirement. James's strongest ability for me is his constant goal to "do better" for his clients and keep them informed.
Emma, - since
James has set up for me two family trusts. I now have the security of knowing my lifetime financial security is secure and also my children will be able to benefit from the trusts after my death.