About Us Harley Financial Services

 

about us

 

Our company was set up in January 2002 by our Managing Director and senior financial planner, Douglas Harley. He has been advising clients since 1993 and decided at the end of 2001 to pursue his goal of setting up a new style of financial planning business.

He built the company based on his vision of providing clients with peace of mind and increased financial security by helping them make informed decisions about their financial goals and aspirations. The experience gained over the years, and the addition of more highly qualified staff, has enabled us to evolve that original vision.

We are a financial planning firm whose 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.

We are very proud to have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct.

When you use a Chartered firm you are dealing with proven professionals as 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.

We take a team based approach to looking after our clients. As well as having highly qualified advisers, our support staff are trained to a high level as they also have regular contact with our clients. Our team experience promotes forward thinking, creativity and open communication, resulting in happier, wealthier clients.