FINANCIAL PLANNING SOLUTIONS
Taking care of your finances can be tricky, which is why it's often a good idea to seek the advice of a professional team. At Harney & Co IFA we live and breathe finance, it's part of our DNA. Having been in business for over 30 years, we like to think we know a thing or two when it comes to financial advice. You too can benefit from our experience, whether it's guidance on the most suitable pension plan to allow you to retire in comfort, or investment advice to diversify your portfolio. Read below to discover how we can help you.
PENSIONS AND RETIREMENT PLANNING
If you haven't done so already, there's no better time than today to start planning for your retirement and thinking about your pension. There are myriads of choices when it comes to pensions, and we're here to help you navigate your way through the maze.
CHOOSING A PENSION THAT'S RIGHT FOR YOU:
If you're an adult of working age, there's a good chance that you already have a pension pot that's been set up by your employer. Unfortunately, the auto-enrolment pensions are not very generous. We can help you find a pension that's a right fit for you, and will aid you in your route to financial security.
If you're approaching retirement age and would like to see what options are available to you, we'd be more than happy to help. We can help you convert your pension into a steady stream of income, or to diversify your portfolio with the future in mind.
CHOOSE US FOR:
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Pension advice
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Switching pension provider
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Pension forecasting
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Setting up a new pension account
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Converting your pension into an income
SAVINGS AND INVESTMENT PLANNING
At Harney & Co IFA, we're passionate about helping our customers reach their financial goals. We offer comprehensive advice when it comes to savings and investments, helping you to save for the future.
INVESTING FOR THE FUTURE
No matter your reason for investing, whether it's to boost your income, to grow your portfolio, or to provide financial security, we have the experience to create the right strategy for you. We work with customers from all walks of life, and of all levels of wealth and income, and tailor our advice to each person's specific requirements.
Whether it's an ISA to make the most of a windfall, or a trust fund for your child, choose the team at Harney & Co IFA.
OUR TEAM CAN HELP YOU WITH:
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Building a suitable portfolio
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Creating trust funds
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ISAs and junior ISAs
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General investment advice
LIFE COVER AND PERSONAL PROTECTION
Choosing the right protection package helps to take care of your loved ones should you pass away. We offer our financial advice to customers across Bournemouth and Blandford.
PROTECTING YOURSELF AND THOSE YOU LOVE
It's not a topic that any of us wish to think about, but we all need to consider what will happen to our finances once we're gone. Will there be enough to provide for our children, or for our spouse? It's also important to consider what would happen to us should we become unable to work due to illness.
With appropriate foresight and planning, you can take control of the above situations and make sure that your dependants are cared for in your absence. Speak with the team at Harney & Co IFA, and we'll help you find the level of protection that suits you best.
DIFFERENT PROTECTION OPTIONS INCLUDE:
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Life assurance, including term life insurance, whole life insurance, and universal life insurance
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Income protection insurance
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Critical illness cover
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Mortgage payment protection insurance
FULLY QUALIFIED
We're FCA registered (147308), and hold a Financial Planning diploma from the Chartered Insurance Institute.
EXPERIENCED
With over 30 years of experience in the industry, we know a thing or two about financial matters.
IMPARTIAL ADVICE
We want what's best for our clients, even if it's not what's best for us. We provide fully impartial advice for our clients.
COMPREHENSIVE ADVICE ON FINANCIAL MATTERS
If you're like to book your free, initial appointment with us, simply give the team at Harney & Co IFA a call. We're here for you when you need us most, and are always available for a quick chat should you have any queries.
CONTACT US
OUR OPENING HOURS
MONDAY TO FRIDAY
9am -5pm
WEEKENDS
Closed