Harmony Wealth Management LTD
Initial consultation free
Independent
The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim, as a Chartered Financial Planner, is to pave the way for a more secure financial future for you and your family.
We can advise you on
Clients
helped
247helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Neil Smith FPFS
Director & Financial Planner
What our clients say
tj
T J & K Winter
Harmony Wealth have overseen our entire financial affairs from their inception and for many years previously by Neil. We have found their impartial and independent advice invaluable, covering a wide...
tm
Trevor Mee
Trust my hard earned savings to a banker to invest? Not me! I use Harmony Wealth Management. Harmony for friendly, simply explained, trustworthy and truly independent financial advice.
ip
Ian Plows
What were the circumstances that caused you to look for a financial adviser? Very poor interest rates at local banks. Upcoming retirement. Investment of deceased parents property. How did Neil Smith...
me
Mrs. E. Cunningham
Mr Neil Smith has been looking after my mother's financial affairs for a number of years. He has always dealt with our queries promptly and he is always very professional and friendly, nothing is too...
br
Bob Rowley
What were the circumstances that caused you to look for a financial adviser? I have dealt with Neil for some 21 years now and during that time his advice has enabled me to take best advantage of my...
cm
Christine May
What were the circumstances that caused you to look for a financial adviser? My husband, a solicitor, died when I was 43 years old with a 6 year old child. My husband had taken care of all our...
Compliance
Harmony Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority. Harmony Wealth Management Ltd is entered on the Financial Services Register (<url hidden>) under reference 713818. Harmony Wealth Management Limited is Incorporated and registered in England & Wales under Registration Number: 7006728 Registered Office: Penmore House, Hasland Road, chesterfield, Derbyshire, S41 0SJ We use meeting facilities around the UK, however the above address is our only registered address.
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .