Why choose us?
Choosing who to trust with your financial decision-making can be a daunting task. We’ve outlined some of the differentiators that help us to deliver outstanding advice, planning and service that makes us stand out from the crowd.
Chartered
Individual Chartered status is the ultimate symbol of professionalism. Our Financial Planner, James Dent, achieved this esteemed accreditation in 2018. Because of this, you can be confident you will receive the best possible service and support from The Wealth Harbour. You can learn more about the Chartered accreditation here.
Financial planners
Financial planning is very different to final advice. Financial planning is about more than just the facts and figures. The financial products that will take you from A to B are less important to us. As Financial Planners, we care about you, your family and future more than anything else. Our recommendations are built purely around your hopes and aspirations.
Independent
Being independent, we can recommend financial products that are right for you and your circumstances. We’re not tied to any single provider, so our recommendations are always entirely bespoke; tailor-made to serve your goals and aspirations.
Highly qualified and experienced
Our Financial Planner, James Dent, has spent 27 years in the world of financial planning. His career has seen him in both management and financial advice roles, and he’s achieved many high-level industry qualifications along the way (plus the highly commended Chartered status).
A friendly team approach
The Wealth Harbour team are a blend of highly experienced financial professionals combined with non-industry individuals; bringing 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.
Since meeting James I truly feel that I have a clear financial plan for the future. That is invaluable to me. James really takes the time to understand mine and my family's goals. I have no hesitation in recommending him.
Wealth Harbour is a safe pair of hands. James has a personal interest in your life and helps make the right decisions for your lifestyle. I have used him for several years and my investments have maintained my requirements.
James understands my family and has given advice tailored to protect my personal wealth for many years. I have been impressed with his knowledge and am confident my finances are in the best of hands.
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.
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.
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.
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.
