giving you what you need
We are committed to providing the highest standard of financial advice and service.
Working with you
Finding out about your needs
We offer a free initial consultation at which we will gather and analyse your personal financial information and seek to understand your aims and objectives and specific needs.
Discuss how we will move forward
Having completed a financial review, done the appropriate research and gathered the right information, we discuss and recommend the actions we think you should take.
A strategy we can action together
We will agree the way forward and arrange the relevant solution for you.
On-going Support and Review
We will undertake an annual review to monitor the progress of your investments and take any new factors into consideration.
To find out more information click the link here to see our valued service agreement
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.