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.

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.

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.

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.

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.

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.