Your story

We believe financial planning is about more than just the facts and figures. It's about you, your family, your hopes and aspirations.

On life's sometimes unpredictable voyage, we help you explore, discover and plan the best ways to achieve the financial lifestyle you aspire to.

We specialise in working with people with wealth, as well as those who are approaching retirement.

We guide you in discovering what’s important to you, and then work together to help you achieve those goals. That might mean retiring earlier, buying a second home, or simply resting easy in the knowledge your family have long-term financial security.

Whatever your aspirations, our open-minded approach gives you the best opportunity to achieve them.

people we've helped

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.

Sean and Lorraine

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