Meet our advisers
Richard Harris BA (Hons), DipPFS
Independent Financial Adviser
I work with individuals, business owners and Company Directors to navigate the complexity of their unique financial situation.
I have over 20 years experience in the Financial Services Industry and have worked with some of the biggest companies in the UK.
I provide a wide range of wealth management services to individuals and businesses across the UK. My emphasis is on maintaining a long-term relationship with my clients by providing them with a source of trusted advice as their financial needs evolve over the years and leave a meaningful personal and financial legacy to their family.
I can help you with:
- Legacy Planning
- Tax & Estate planning
- Retirement Planning
- Onshore & Offshore Investment planning
- Corporate Planning, Corporate Pension planning & Employee Benefits
Location: Shrewsbury, Shropshire