What we do
At Harris Begley Financial Planning, we provide a holistic approach to financial planning. That means that instead of looking at each financial transaction in isolation, we look at the whole picture of your immediate and long-term financial goals and seek to gain an in-depth understanding of where you want to be in life.
What we do for you will always be led by your own personal goals, concerns and circumstances. Typically, we advise clients across a wide range of financial aspects including:
- Wealth management
- Inheritance Tax planning
- Retirement planning
- Pensions
- Tax mitigation
- Long-term care planning
- Mortgages (including first-time buyer mortgages, home mover mortgages and Help to Buy)
- Equity release
- Protection cover
- Lifestyle financial planning
Tax treatment varies according to individual circumstances and is subject to change.
Taxation advice and Inheritance tax planning is not regulated by the Financial Conduct Authority.
In building a long-term relationship with you, we can gain a clear understanding of what is important to you, where you are on your journey and what needs to be done to get you to your goals.
That means that you can choose your journey through life, confident we’ll be here to provide the map.
The benefits of financial planning
