People approaching retirement

Retirement is an exciting prospect; a chance for freedom and discovery. However, it can feel daunting losing your income and daily structure. Here's how The Wealth harbour puts those concerns to rest...

We help establish your financial aspirations in order to consider where you are now versus where you want to be. This includes:

Reviewing your financial situation and establish the full range of opportunities open to you.
Assessing appropriate risk management with your existing pensions, savings and investments.
Working with you on an ongoing basis to keep your plan on track and to review any changing needs along the way

Where we come in...

Establish your goals and ambitions in order to consider where you are now versus where you want to be

Review your current financial situation and assess the full rnage of opportunities open to you.

Ensure you’re taking the right amount of risk with your wealth

Work with you on an ongoing basis to keep your plan on track and to review any changing needs along the way

People we've helped

"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."

June

"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."

Robert

"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."

Gillian

"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."

Emma

"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."

Rob

"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."

Melissa

"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

Where we come in...

People we've helped

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