· Financial Planning for Life ·

At The Wealth Harbour, we believe that 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.

Our ethos

We want to make a positive difference to your life. Your circumstances are unique, and by understanding more than just the numbers, we'll help you achieve what you really want for you and your family.

Your life won't stand still, and neither will we. We'll challenge the status quo and help you sail beyond the traditional horizons, in the same way that we do with our own business. We'll ask "what if?" and "how?" and "what more?", working with you and our strategic partners* to intelligently plan for a calm and prosperous future.

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Experience

The Wealth Harbour team are a blend of highly experienced people from within the financial services industry, the 'fresh perspective' of non-industry professionals, and the technical expertise offered by our strategic partners.

We run a tight and effective ship with likeminded people on board. Our strategic partners* are innovative specialists in their field, and cover areas such as: specialist tax support, arranging powers of attorney, drawing up wills, and wealth succession e.g. use of trusts. We work together to develop a comprehensive and robust plan that you can feel confident about.

Read through the Wealth Harbour profiles to find out more about our team and our strategic partners.

Tax treatment is based on individual circumstances and may be subject to change in the future. The Financial conduct authority does not regulate tax & trust planning, willl writing and legal services.

* These are separate companies from The Wealth Harbour

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· Your advisor ·

James Dent

Explores · Simplifies · Enables

Objectively explores your circumstances and aspirations, uncovering opportunities The Wealth Harbour can help you to realise.

Simplifies an industry renowned for jargon and complexity.

Enables you to feel reassured and in control of your finances and lifestyle.

James has worked in the financial services industry for over 20 years and has been at the forefront of changing the approach/moving the focus from 'product selling' to lifestyle planning. A two year period in family business consultancy gave him additional skills and an understanding of working with families and wealth succession planning.

James attended Millfield School and later graduated from Birmingham University with a degree in Politics and Economics. He holds many high level industry qualifications.

A lifelong sports fan, James actively plays golf and participates in the occasional cricket match and enjoys watching sport, especially rugby.

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