Devon LivingIssue #03
In the hands of the experts
With Harris Begley Financial Planning, whatever stage of life you’re at, you can ensure the protection of you and your family’s lifestyle in Devon.
Since its foundation in 2008, Harris Begley Financial Planning has developed a sterling reputation across the Duchy, thanks to its team of respected financial advisors. Based in Truro, Penzance, Helston and Plymouth, between them, the Harris Begley experts have a wealth of experience and knowledge surrounding the financial market place. This enables them to give you sound, professional advice on all aspects of your financial life, from savings, investments and income protection, to mortgages, life assurance, pensions and retirement planning – the critical factors to protect and maximise your personal wealth for the benefit of you and your family.
“professional advice on all aspects of your financial life, from savings, investments and income protection, to mortgages, life assurance, pensions and retirement planning”
Fully qualified and personable, each Harris Begley advisor will listen to you in confidence and detail, taking the time to clarify and assess your financial goals, before researching each of your options in order to create a tailored strategy to protect, preserve and enhance not just your wealth, but your lifestyle.
Matt Begley tells us: “We pride ourselves on delivering an exceptional service to our clients. Our word of mouth referrals and the loyal and satisfied clients who have in many cases relied upon our expertise for over a decade, are a testament to this and are the reason why we founded Harris Begley Financial Planning.” Living in Devon is a lifestyle, but it’s one that needs protecting, especially as the UK faces an unsettling mix of Brexit and international turmoil, so it makes sense to make the most of Harris Begley’s free, no-obligation, initial financial health check to see how the team can help minimise your monthly expenditures and make your money work harder for you. Following a straightforward process which analyses your income and expenditure, your financial advisor can identify how you can balance these short term demands with your longer term aspirations, including building contingency reserves into your cash flow to help deal with any unforeseen events later
What’s more, if you’re over 55, new government pension legislation gives you the freedom to invest all or part of your pension fund as you please, giving you the flexibility to choose how you draw it. With this increased freedom and flexibility, making the right decision about how to make the most of your funds can seem a daunting task. Again, Harris Begley can help, and it certainly pays to seek advice, so why not book a free, no-obligation initial financial review of your pension?
A qualified pensions advisor will assess your pension and create a proposal with recommendations without charge, so you can help cement a happy, trouble-free retirement in Devon with help from a team that understands your lifestyle.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Tax treatment varies according to individual circumstances and is subject to change.
HM Revenue & Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen
Income Protection is a complex product, with a vast array of options, so it is essential that you take advice
As with all insurance policies, terms, conditions and exclusions will apply.
"professional advice on all aspects of your financial life, from savings, investments and income protection, to mortgages, life assurance, pensions and retirement planning"