Harley Financial Services Ltd

General information

We are Chartered Financial Planners and provide specialist advice on a range of financial issues to private and corporate clients across the UK.

Our core service proposition is Wealth Management. We devise strategies for our clients and ensure they are regularly reviewed.

Our investment philosophy is based on research by some of the world’s top academics and investment houses.

As a smaller boutique firm, we provide a very personal service which gives our clients confidence that their financial affairs are handled with the highest degree of competency.

We launched in January 2002 with an aim of providing clients with peace of mind and increased financial security by helping them make informed decisions about their financial goals and aspirations. We have been meeting that objective for over 12 years.

Our competitive advantage is based upon state of the art technology, very high quality staff and a personalised client service proposition that delivers peace of mind to our clients. Our team experience promotes forward thinking, creativity and open communication, resulting in happier, wealthier clients.

Only the UK's premier financial planning firms qualify for Chartered status. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.