Business Details
23 Years
experience
Expert Financial Advisers in Cornwall | Harris Begley
Established in 2003, Harris Begley has built a reputation as a trusted provider of holistic financial advice across Cornwall and beyond. Our team of highly qualified professionals specialises in creating tailored financial strategies that align with clients' long-term goals, whether they're planning for retirement, managing investments, or navigating mortgage requirements. We pride ourselves on maintaining the Pension Transfer Gold Standard, demonstrating our commitment to rigorous technical expertise and transparent client communication.As an appointed representative of Quilter Financial Services Limited, we combine local knowledge with access to national resources, ensuring our clients receive comprehensive, compliant, and client-centred financial solutions. Our approach prioritises long-term relationships, adapting to life's changes while maintaining strict adherence to regulatory standards and ethical practices.
Services
Wealth Management
Inheritance Tax Planning
Retirement Planning
Pension Advice
Tax Mitigation
Mortgage Services
Equity Release
Protection Cover
Financial Planning
Long-term Care Planning
Details
- Year established: 2003
Highlights and features
- We offer a holistic approach to financial planning
- Our team holds the Pension Transfer Gold Standard accreditation
- We provide tailored solutions for clients at all life stages
- Our advisers are Chartered Financial Planners
- We maintain transparent fee structures and clear communication
Associations and certifications
- Pension Transfer Gold Standard
What people say
Excellent customer service
Highly recommend Steve Rusga
Helpful and polite
Best deal
Exceptional service
Services
Wealth Management
Our wealth management services help clients grow and protect their assets through strategic investment strategies. We assess individual risk profiles and financial goals to create diversified portfolios. Clients benefit from ongoing portfolio reviews and market analysis to ensure optimal performance.
Mortgage Services
We provide comprehensive mortgage advice covering first-time purchases, remortgaging, and buy-to-let investments. Our advisers compare products from multiple lenders to find competitive rates. Clients receive support throughout the application process and beyond.
Retirement Planning
Our retirement planning services help clients prepare for their post-work years through pension consolidation and income strategies. We specialise in navigating complex pension transfers while maintaining regulatory compliance. Clients receive regular reviews to ensure their plans adapt to changing circumstances.
Protection Cover
We offer tailored protection solutions including life insurance, critical illness cover, and income protection. Our advisers assess individual needs to ensure appropriate coverage levels. Clients benefit from ongoing policy reviews to maintain adequate protection.
Inheritance Tax Planning
Our inheritance tax planning services help clients minimise tax liabilities through strategic asset structuring. We employ legal tax mitigation techniques while ensuring compliance with current regulations. Clients receive comprehensive guidance on estate distribution and wealth preservation.
Questions
What financial services do you offer?
We provide comprehensive financial planning including mortgages, pensions, investment management, protection cover, and inheritance tax planning.
Are you regulated by the Financial Conduct Authority?
Yes, we are an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the FCA.
Do you work with clients outside Cornwall?
While based in Cornwall, we work with clients across the UK to provide financial planning services.
What is the Pension Transfer Gold Standard?
This accreditation recognises our excellence in pension transfer advice, ensuring high technical standards and client-focused recommendations.
How do you charge for your services?
We provide transparent fee structures during our initial consultation, with costs tailored to the complexity of your financial needs.
