Your Eye Health Matters, We Care
At Harris Independent Financial Advice, we pride ourselves on offering expert, independent financial guidance to individuals and families across the UK. Our team, led by Chartered Financial Planner Matthew Harris, is dedicated to providing unbiased and personalized advice on a range of financial matters, including wealth management, pension planning, investment, mortgages, life insurance, and more.
Our Expertise
With over 19 years of experience as a professional investment manager, Matthew Harris has developed a deep understanding of the financial markets and a proven track record of delivering results-driven investment portfolios for his clients. His expertise extends to wealth management, pension planning, trusts, and tax, with specialist qualifications from the Chartered Insurance Institute (CII).
Our Services
Our comprehensive range of services is designed to cater to your unique financial needs and goals. Whether you're seeking advice on pension planning, investment, mortgages, life insurance, or wealth management, we'll work closely with you to understand your circumstances and develop a tailored strategy to achieve your objectives. Our services include:
- Wealth management and investment advice
- Pension planning and retirement planning
- Mortgage advice, including residential and buy-to-let options
- Life insurance and critical illness protection
- Wealth management and investment portfolio management
Our Commitment to You
At Harris Independent Financial Advice, we're committed to providing exceptional service, transparency, and value for money. We're regulated and authorized by the Financial Conduct Authority (FCA no. 603653) and operate as a trading name of Dalbeath Financial Planning Ltd. Our promise is to deliver expert, unbiased advice that empowers you to make informed decisions about your financial future.
Exceptional Service
Reviewers have praised Harris IFA for their outstanding service, citing exceptional support, guidance, and efficiency. The team has been described as knowledgeable, patient, and always available to answer questions, providing a stress-free experience for clients. From mortgage applications to pension advice, clients have been impressed with the professional and pragmatic approach taken by the Harris IFA team.
Personalised Guidance
Several reviewers have praised individual members of the Harris IFA team, including Wendy, Matt, and Mathew, for their personalized guidance and attention to detail. These individuals have taken the time to understand clients' unique needs and risk appetites, providing tailored advice and support throughout the process.
Efficient Processes
Clients have appreciated the efficient processes employed by Harris IFA, citing smooth transitions into new insurance wrappers and quick and simple mortgage applications. The team's use of electronic communications has been particularly convenient for some clients, allowing for easy access to information and updates.
Honesty and Transparency
One reviewer was impressed with Matt's honest and transparent approach, even going so far as to advise against a DB transfer due to the potential risks involved. This level of integrity and dedication to clients' best interests has earned Harris IFA a reputation for trustworthiness and reliability.
