People approaching retirement

On one hand, retirement is an exciting prospect; a chance for freedom and discovery. On the other, it can feel daunting. The thought of losing your income and daily structure can feel nerve-wracking.

That’s where we come in. We will:

  • 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 establish the full range of opportunities open to you
  • Ensure you’re taking the right amount of risk with your existing pensions, savings and investments
  • Work with you on an ongoing basis to keep your plan on track and to review any changing needs along the way

That’s where we come in. We will:

  • 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 establish the full range of opportunities open to you
  • Ensure you’re taking the right amount of risk with your existing pensions, savings and investments
  • 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

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

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

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

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