Business Details
Your Trusted Partner for Financial Planning Solutions
Harridge Financial Services is a family-run business established by Simon, a financial adviser with over 30 years of experience since 1991. We specialise in providing tailored financial planning solutions, working closely with clients to navigate mortgages, wealth management, retirement strategies, and family protection. Our team prioritises transparency, client-centric service, and ethical practices, ensuring clarity in all financial advice. With a strong commitment to community, we actively support charitable initiatives, including the Openwork Foundation and Hearing Dogs for Deaf People. Our growth, including strategic acquisitions of Mike James & Associates, PDA Financial Planning, and MTM Financial, reflects our dedication to expanding our expertise while maintaining personal relationships with clients.We pride ourselves on combining the resources of a larger firm with the agility and care of a family business, ensuring swift, responsive service. Our clients trust us to guide them through financial decisions with integrity, offering support through lifes changing circumstances. We operate under the regulation of the Financial Conduct Authority, adhering to strict compliance standards to safeguard client interests. Our long-standing client relationships and referrals underscore our reputation for reliability and excellence in financial advisory services.
Services
Mortgages
Wealth Management
Protect Your Family
Retirement
Acquisitions
Highlights and features
- We offer over 30 years of experience in financial advisory services.
- Our team provides transparent, jargon-free financial guidance tailored to your needs.
- We actively support local and national charitable initiatives.
- Our client charter guarantees ethical practices and clear communication.
- Strategic acquisitions enhance our expertise while maintaining personal service.
Associations and certifications
- Financial Conduct Authority
What people say
Exceptional financial planning
Professional and helpful
Sound financial ability
Transparent communication
Trusted partnerships
Services
Mortgages
We guide clients through mortgage options, ensuring competitive rates and tailored solutions. Our expertise covers first-time purchases, remortgaging, and buy-to-let investments. Clients benefit from our transparent advice and long-term support.
Wealth Management
Our wealth management services focus on growing and protecting assets through diversified strategies. We assess risk tolerance and financial goals to create sustainable investment plans. Clients receive ongoing portfolio reviews and market insights.
Protect Your Family
We design insurance and savings plans to safeguard families against unforeseen events. Services include life cover, critical illness protection, and education funds. Our approach ensures financial security for dependants during life transitions.
Retirement
We help clients build retirement savings through pension schemes and tax-efficient strategies. Our advice covers state pensions, workplace schemes, and private investments. Clients gain confidence in their financial independence post-retirement.
Acquisitions
We integrate acquired businesses while maintaining client relationships. Recent acquisitions include Mike James & Associates and PDA Financial Planning. Clients benefit from expanded expertise and resources under the Harridge umbrella.
People
Simon
Financial Adviser
Founder with over 30 years' experience, Simon specialises in financial planning. He leads charity initiatives and has grown the business since 1991.
Sue
Head of Compliance
Sue joined in 2007, ensuring regulatory adherence. She contributes to charity efforts, including training hearing dogs for deaf people.
Questions
What services does Harridge Financial Services offer?
We provide mortgages, wealth management, retirement planning, family protection strategies, and business acquisition support.
Are your financial advisers qualified?
Yes, our team includes experienced advisers regulated by the Financial Conduct Authority.
How do you tailor financial advice to individual needs?
We assess your goals and circumstances to create bespoke financial strategies.
Do you support charitable causes?
We actively contribute to the Openwork Foundation and train hearing dogs for deaf people.
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Reviews (1)
Deborah Utom
Mar 01, 2021
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