Harmonic

Financial Planning

Harmonic Financial Planning

Services for business owners and companies.

Running a business is complicated enough; we can help by looking at your business and finances to ensure you have an excellent long-term strategy.

Harmonic Financial Planning provides a wide range of services to businesses and business owners.

Our services include:

  • Employer or workplace pension schemes, including sustainability-focused schemes. We've worked for some of the UK's leaders in sustainable finance, such as Client Earth, Carbon Tracker, Greenpeace, Vivienne Westwood Ltd and WWF-UK.
  • Insurance reviews - including Key Man, Death in Service and Relevant Life Policies.
  • Property purchase for business owners, including owning commercial property within pension schemes (Group SIPPs and SSAS)
  • Pension arrangements for business owners and Company Directors
  • Purchasing unlisted shares within a pension scheme

Our Approach

We’ve designed our solution to align with your values and beliefs, all while working towards your long-term financial goals.

We take a two-step approach to this. First, we use a straightforward questionnaire to gain insights into your concerns. Then, we engage in a more in-depth conversation about your values and beliefs to explore how we can align them with the investments we choose.

Thanks to our independent status, we have the flexibility to pick from a wide range of funds and products across the entire UK investment market. This empowers us to pinpoint a tailored solution that suits your needs perfectly.

At your annual review, we:

  • Update your circumstances
  • Discuss the financial performance of your assets
  • Discuss any relevant tax changes with you
  • Make recommendations concerning your service

Services We Offer

Harmonic Financial Planning

Retirement Planning

Advice in relation to pensions and retirement income.

We understand the importance of knowing whether the money you are saving towards retirement will meet your retirement objectives. Our skilled financial advisors create personalised retirement plans, aligning investment strategies with your goals and values.

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Harmonic Financial Planning

Financial Planning

Comprehensive financial planning

It’s important to identify your financial goals and ways to attain them through financial planning. We can help you identify your goals and create a plan for your finances using a variety of different products and services with the objective of helping you achieve them.

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Harmonic Financial Planning

Wealth Management

Tailored wealth management to meet your long-term financial goals.

We’ve developed a proprietary research process in cooperation with leading industry figures. Our approach focuses on a blend of quantitative and qualitative data to select appropriate assets for your portfolio. We source data from an industry leading research facility FE Analytics.

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Harmonic Financial Planning

Estate & Tax Planning

Harmonic Financial Planning offers a holistic approach to financial well-being, including tax and estate planning tailored to your situation and goals. Our experts minimise taxes, maximise income, and align investments with your values.

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Harmonic Financial Planning

Responsible Investment

Harmonic Financial Planning, a team of responsible investment specialists, connects positive impact with long-term growth. Our experienced advisors ensure your investments align with your values and goals, providing personalised guidance.

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Harmonic Financial Planning

Organisation Support

Expert advice for business owners, charities, and Trusts

We work with various businesses, charities, and entrepreneurs, offering tailored services such as investment planning for trusts, aligning pension schemes with organisational values for charities, assisting in tax-efficient property purchases through pensions funds, retirement planning for company directors, and business protection insurance for key personnel.

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Contact Us

We'd welcome an initial discussion, and a first appointment can be booked using the links below.

If you require advice based on specific circumstances, contact our professional advisors.

[email protected]   |   +44 2038598921

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