About us
Established in 2003, Harris Begley Financial Planning have established a reputation across the Duchy as respected financial and mortgage advisers. You will receive sound professional advice on all aspects of financial planning when you work with us.
We are now proud to offer expert knowledge and advice on all aspects of financial planning, including savings, investments, income protection, mortgages, life assurance, pensions and retirement planning.
We are delighted to be able to work with clients across Cornwall as well as further afield, helping individuals, families and businesses to equip themselves with the financial tools to achieve their goals. Just as importantly, offering holistic financial planning enables us to build relationships that last for as long as you need us. Life doesn’t always follow the plan, so when things change, you can count on us to be there supporting you and helping you adjust the plan and keep your goals in focus.
We hold the Pension Transfer Gold Standard
We’re proud to have received the prestigious Pension Transfer Gold Standard.
That means we’ve been recognised as adhering to a strict voluntary code of good practice covering advice on pension transfers. Specifically, it demonstrates that we will:
- Help you understand the implications of a transfer, so you can decide whether taking advice is appropriate for you.
- Ensure that our advice supports your overall wellbeing and meets your objectives, needs and wants.
- Use a high degree of technical skill to advise on whether to transfer, and what to transfer into so you have the best chance of meeting your objectives.
- Only recommend mainstream investments from regulated investment companies.
- Be fully transparent and take all necessary steps to ensure you understand the costs involved.
- Draw your attention to any conflicts of interest and how these are managed in your best interests.
A proud member of the Quilter Financial Planning Network
Harris Begley Lifetime Partners Ltd is an appointed representative of Quilter Financial Services Ltd.
Quilter Financial Planning is one of the leading financial advice networks in the UK, with a strong track record of delivering great customer solutions.
Quilter Financial Planning has achieved first place in the FT Adviser’s annual Top 100 Financial Advisers since 2019.
We’re delighted to be a part of an award-winning network with real benefits to our clients.
If you’d like to know more about how we work, then please don’t hesitate to ask us.
