Based in Boston Spa, Yorkshire, but serving clients across the UK, Matthew Harris is a Chartered Financial Planner, regulated and authorised by the Financial Conduct Authority. As an independent financial adviser, Harris IFA is not tied to any bank, insurance or pension company, and offers unbiased advice on wealth management, pensions, investments, mortgages, life insurance and many other areas of personal finance.
Nineteen years of previous experience as a professional investment manager, for companies such as Aegon, Scottish Widows and Standard Life, has given Matthew a deep understanding of how the financial markets work. He uses this knowledge to design and manage investment portfolios for his clients in their pensions, stocks & shares ISAs and general investment accounts.
Nineteen years of previous experience as a professional investment manager, for companies such as Aegon, Scottish Widows and Standard Life, has given Matthew a deep understanding of how the financial markets work. He uses this knowledge to design and manage investment portfolios for his clients in their pensions, stocks & shares ISAs and general investment accounts.
Services
Pensions
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We are based in Boston Spa, but offer comprehensive independent pension advice to clients across the UK. Sad as it might be to admit, we live and breathe pensions. Whether it is how to invest them, or the vagaries of tax relief, or the intricacies of the Annual and Lifetime Allowance, we just find pensions a little bit fascinating.
Investments
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If you have a sum of money to invest then we will recommend an investment company, and design a portfolio of investment funds with the right balance of risk management and growth potential for your needs. If you are considering consolidating your existing investments or ISAs into one pot we will provide a free assesment of whether this in your interests or not.
Mortgages
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No face-to-face appointment is required for mortgage work, unless you would prefer to have one. We process most mortgage applications entirely based on phone and email conversations, which means less hassle for you, and faster mortgage approvals. Even better, for mortgages over 150,000 we charge no arrangement fee.
Life insurance
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We offer free advice on your life insurance, critical illness and income protection needs, whether you are based in Boston Spa, Yorkshire or anywhere else in the UK. We will check that your current cover is adequate, and can't be sourced at a lower cost. Once cover is arranged you and your family will know that financial protection (such as a tax-free cash sum or a monthly income) is in place should life throw a surprise at you.
Wealth management
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As with all our pension and investment clients, we will design a portfolio of investment funds to match your appetite for investment risk, and personal circumstances. Your total portfolio risk, and the maximum potential loss you could suffer in a stockmarket crash. Which providers would offer the best platforms to manage your money on (we never touch your money ourselves).
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