straightforward approach   independent advice   effective results

A history of expertise

Wealth management delivered by someone who will take time to understand your needs and objectives, whether your aim is to buy property, protect your assets or focus on wealth creation, we will provide you with access to a wide range of services to help you meet your financial needs.


We have extensive experience in UK Financial Services including mortgage advice, protection planning, pension and investment management, to help you make the right financial decisions



putting you at the heart of our service

Harris Financial Management  The Old Barn, Wendlebury, Oxfordshire, OX25 2PR.   Registered in England & Wales No. 5977855

Harris Financial Management is a trading style of Lucerne Financial Services Ltd. Registered office 11b Boundary Road, Brackley, Northants, NN13 7ES.

Registered by the Financial Conduct Authority, FCA registration number 561946. All rights reserved.