Business Details
Your Trusted Partner for Financial Planning Solutions
We are proud to be one of Wales' leading firms of Independent Financial Advisers, dedicated to placing our clients at the heart of everything we do. Our genuine independence allows us to act solely in our clients' interests when negotiating with contract providers, free from any affiliations or biases. Regulated by the Financial Conduct Authority, we specialise in financial planning, tax strategy, investment management, and equity release solutions tailored to individual needs. With over 110 years of combined experience among our team, we prioritise security, peace of mind, and long-term financial independence for our clients.Our approach combines professional expertise with accessible communication, avoiding industry jargon to ensure clarity in all our services. We maintain transparency in our operations and have established a reputation for discreet yet thorough advisory services spanning decades. Our commitment to client satisfaction is demonstrated through personalised support and a focus on achieving realistic, achievable financial outcomes.
Services
Financial Planning
Tax Planning
Investments
Equity Release
Mortgages
Corporate Planning
Highlights and features
- We are regulated by the Financial Conduct Authority for professional accountability
- Our genuine independence ensures unbiased financial recommendations
- We combine 110+ years of collective experience with modern financial strategies
- We prioritise client security and long-term financial independence
- Our team maintains transparent communication without industry jargon
Associations and certifications
- Financial Conduct Authority
What people say
Professional approach
Financial future ensured
Peace of mind
Thoroughly professional service
Approachable staff
Services
Financial Planning
We create comprehensive financial plans tailored to individual circumstances, focusing on long-term security and independence. Our approach assesses current assets and develops strategies to maximise financial potential. Clients benefit from our independent status and decades of combined experience in wealth management.
Tax Planning
Our specialists develop tax-efficient strategies to optimise financial outcomes while maintaining compliance. We focus on legitimate savings opportunities across investments, property, and business assets. Clients receive personalised guidance to navigate complex tax regulations with confidence.
Investments
We offer diversified investment solutions aligned with individual risk profiles and financial goals. Our independent approach ensures unbiased recommendations across various asset classes. Clients benefit from ongoing portfolio reviews and market expertise to maximise returns.
Equity Release
Specialist advice on accessing property wealth while maintaining financial security. We provide clear explanations of lifetime mortgages and associated considerations. Our team ensures clients understand all implications before proceeding with these long-term commitments.
Corporate Planning
Tailored financial strategies for business owners covering succession planning, asset protection, and growth strategies. We address unique commercial challenges with practical solutions. Clients receive dedicated support to enhance business financial resilience and profitability.
People
William Harris
Founder and Managing Director
With decades of experience, William established our firm's independent approach, prioritising client interests through transparent financial guidance and strategic decision-making.
Diane Gleeson
Practice Manager
Managing day-to-day operations, Diane ensures seamless service delivery while maintaining our commitment to professional standards and client care excellence.
Rhiannon Mapps
Senior Administrator
Supporting our advisory team, Rhiannon provides essential administrative expertise, ensuring efficient case management and client communication processes.
Neil Reynolds
Equity Release Specialist
Certified expert in property wealth solutions, Neil offers clear guidance on lifetime mortgages and associated financial considerations for long-term security.
Glenn Chapman
Mortgage Broker
Whole-of-market mortgage specialist providing comprehensive advice across residential and commercial property financing options.
Questions
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the FCA under registration number 196271 for our financial advisory services.
Do you offer cryptocurrency investment advice?
No, we explicitly do not provide cryptocurrency-related services and have reported fraudulent claims to the FCA.
How do you maintain independence in recommendations?
We have no ties to product providers, ensuring unbiased advice solely based on client needs and financial objectives.
What areas do you serve?
Primarily South Wales with offices in Cwmbran and Cardiff, supporting clients across the UK through remote consultations.
Can I access my investments during equity release?
We explain all implications, including retained access rights and potential impacts on inheritance and benefits.
How do you charge for financial advice?
We provide clear fee structures during initial consultations, with charges based on service complexity and time required.
Reviews (4)
Jamie Watts
Dec 16, 2018
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Will really helped me out with a complicated mortgage. I could not have bought the house without Wills help. Highly recommended.
Kay Howells
Oct 13, 2018
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I've known Will Harris for over 20 years and he's been my financial adviser during all that time. I've always found Will to be very open and upfront in his advice; he understands my aims and risk preferences so has been able to provide timely and helpful support regarding my investments over many years. I would have no hesitation in recommending Will and his team to anyone who is looking for financial advice.
Bernard Shields
Aug 20, 2018
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Talking with a friend yesterday about his disastrous experience with a financial adviser got me to thinking how lucky I was to meet my IFA on a social outing over twenty years ago. Will Harris of Lawrence Miller has helped me and my family through complicated matters of life insurance, endowment policies and most recenty converting my pension into a SIPP. Both Will and his team are to be commended on their professionalism and friendly manner and I have no hesitation in recommending Will and Lawrence Miller as financial advisers.
Andrew Mcleod
Aug 17, 2018
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Had advice from Mark Carnevale about a pension transfer. Finally got back to me after 2 months (was told up to 2 weeks).
Leaving me no time to sort anything else out, because he has now advised me against previous advice. Absolute joke!
Leaving me no time to sort anything else out, because he has now advised me against previous advice. Absolute joke!
