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Intelligent financial planning can help you enjoy a calm and prosperous future

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As you sail through life, avoid rough waters and plan for your financial future

Our
approach

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.

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Financial
planning for life

We know that managing finances is about more than just investing and paying into pensions. It's about understanding the whole picture.

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Testimonials

“I feel confident that James has helped me to develop a clear plan. I just wish we had met and started planning together years ago!”

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The Financial conduct authority does not regulate tax planning AND legal services

The Wealth Harbour Limited is authorised and regulated by the Financial Conduct Authority (ref: 827035).

The Wealth Harbour Limited is Registered in England & Wales under registration number 07513182. Registered address: 3rd Floor, Eagle Tower, Montpellier Drive, Cheltenham, Gloucestershire, GL50 1TA.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

www.fca.org.uk/register