Financial planning for your life's voyage
We help people achieve their financial and lifestyle plans. We specialise in creating clear and coherent paths for wealthy families, professionals and entrepreneurs.
We help people achieve their financial and lifestyle plans. We specialise in creating clear and coherent paths for wealthy families, professionals and entrepreneurs.
We believe financial planning is more than just the facts and figures. It's about you, your family, your hopes and aspirations. Our open-minded approach gives you the best opportunity to achieve them. We deal with people in a similar financial situation, but we know that the way you think and feel is unique to you.
We specialise in working with people with wealth, as well as those who are approaching retirement or other major life stages. For instance; selling your business, divorce & planning wealth transition through the generations.
Most firms treat you like just another number, ignoring calls and taking weeks to reply to emails. This is because many firms have well in excess of 100-150+ clients per financial planner. At The Wealth Harbour, we genuinely care about our clients. We have far more available time per client. We never stand still in what we deliver, because we believe there is always a better way. That’s why we maintain an industry-leading client-to-financial planner ratio of 30:1.
The Wealth Harbour team are a blend of highly experienced financial professionals supported by an excellent back office team. Combined we bring 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.
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Nicola Heaslip
May 2024
Glenn Ralphs
May 2024
Andrew
May, 2024