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Testimonials

What do our clients say about us?

My husband and I recently moved to Cornwall from London. We were keen to have a local adviser who we could sit down with and see when we needed advice.  Steve was recommended to us by our daughter. We must say, we wished we had seen him when we were making decisions about our pensions. His advice about inheritance tax has been incredibly helpful and we will be definitely going to him for advise in the future
Ellie Miller
Steve’s a good guy, helpful, trustworthy and went above and beyond to make sure my Mother had the advice she needed when my father died.
Peter Gainsford
A big thank you to Steve and his team at Harbour Wealth Management for helping me with my pension reinvestment. Steve is knowledgeable and professional but couples this with a friendly and plain-speaking approach. He kept me well informed and made me feel at ease throughout. I’m delighted to have my investment back on track and working for me again!
Dan Berriman
I was recommended Steve by a family member who has used him many times over the years. I found Steve to be very open and honest. His advice was very clear and easy to understand. I have been extremely happy with the advice he has given me and the service he is providing.
Sarah Clifford

Company address: Harbour Wealth Management, Hillywych, Sunnyvale Road, Portreath, Cornwall, TR16 4NE

T: 01209311846 E: [email protected]

Harbour Wealth Management is a trading style of Blueprint Financial Solutions Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.
Blueprint Financial Solutions Ltd is registered in England and Wales, No: 05176438. Registered Address: C/O KINGSCOTT DIX (ACCT), Malvern View Business Park, Stella Way, Bishops Cleeve, Cheltenham, Gloucestershire, GL52 7DQ.

 

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