The Wealth Harbour Opiniões 8

The Wealth Harbour provide excellent advice around all aspects of my financial planning. The perspective they take is a balanced view of assets, life events, growth as well as tactics to employ when markets are choppy. They have always had the time to listen and advise accordingly taking into account short, medium and long terms considerations. I feel really happy with the decision to have the Wealth Harbour manage my financial affairs through the last ten years.

The Wealth Harbour helped me achieve my goal of retiring early with the knowledge that I was financially secure. They are always on hand to answer queries and a yearly financial review provides information in a format that is easy to understand. I would highly recommend them.

My wife and I were introduced to James on my retirement. With very basic understanding of finance and investments it was so reassuring to meet someone who was able to sit down and take unlimited time explaining processes to us. His advice has been exceptional. The progression of our investments has been strong.

In addition with the introduction of the Family Elephant he has helped us to develop a long term strategy with new wills that will secure our finances for future generations.

James has an excellent team. They are readily available to answer any queries and are on hand to advice about IT issues beyond my limited skills.

Having been an investor with a large Asset Management firm for 25 years and coming to retirement and needing estate planning it was great to have the recommendation of a friend to meet up with James and go through all our current financial needs. His advice was outstanding and together with his team it was wonderful to have everything covered by top quality people, all under one roof.
Since then James has recruited Hilary Wise which has further enhanced the support we, as clients receive.

I was one of the first clients to join James Dent at The Wealth Harbour and benefit from his expert advice. At my initial contact meeting I asked James to help me create a legacy for my family with trust funds which would be safeguarded against all the unexpected events life could bring and to reduce my inheritance tax to a minimum. James and his team have a personal relationship with their clients so all the decisions I have made over the years have been driven by careful thought about my family's future needs. I have been retired 13 years now and I have achieved all my original aims. All my affairs are in order and I could not have chosen anyone better to help and guide me through this process than James and his amazing team.

Highly recommend
James and his team have helped me get real clarity on my wealth plan objectives and how to plan for longer term financial security for me and my family. I really value the knowledge , honesty and service that I have received to date and feel more at ease about my families financial security for the future.

James and his team have been my financial advisors for many years. He has helped me with making the right decisions regarding my occupational pension, my personal pension, planning for and becoming retired. He helped also with all aspects of inheritance tax planning, including Trusts, domicile, wills, finding the best vehicles for general investments and fixed term cash deposits. In addition, through his sister company The Family Elephant, he helped my children to understand, discuss and influence our inheritance tax plans and their future Trusts. I have not felt any advice I received was less than well considered, thoroughly researched and fully explained before my wife and I made any decisions. I would thoroughly recommend James and his very able team.

James and his team have been a breath of fresh air, providing really clear advice which has helped us feel more confident about our finances for the future. Very responsive and a pleasure to work with.