Call us on 01324 625 225 to arrange an appointment or email info@harleyfinancial.co.uk

 

 

Welcome to Harley Financial Services

Chartered Financial Planners

We are a firm of Chartered Financial Planners based in Falkirk. From our base in Central Scotland our team of experts provide specialist impartial advice on a wide range of financial planning issues to a broad spectrum of clients all across the United Kingdom.

As a smaller boutique firm, we can provide a more personal service than many bigger national companies. The consistently high level of personal service we provide to our private and corporate clients gives them confidence that their financial affairs are handled with the highest degree of competency. This is reflected in the fact that the majority of our new clients come via personal recommendation from our existing clients and professional partners, who are mainly solicitors and accountants.

As Chartered Financial Planners our core service proposition is Wealth Management. We devise Wealth Management Strategies for our clients and then ensure they are reviewed regularly. However, we do have a range of client service propositions to suit most budgets.

Where possible, we prefer to offer full holistic financial planning to our clients, as we believe that this is the best way to meet your life goals. However, we understand that not everyone has the means or necessity to go through a full financial planning exercise, so we can offer focused advice, where we concentrate on a specific area of planning, such as retirement advice or investments.

 

 

Our Services