It is with great pleasure that we introduce the newest member of our advising team Suzanne Ellison. Suzanne joins us from her previous company 2plan wealth management having fulfilled her role there as a pension transfer specialist over the last 10 years. Suzanne will be offering bespoke independent advice on pensions, investments and protection and is currently looking to take on new clients. If you would like to sit with Suzanne to discuss any matter of finances please contact via email at suzanne@harperfa.co.uk or by calling the office on 01924 939 854. We very much look forward to working with you Suzanne and supporting your business development and growth. #success #growth #businessgrowth #pensions #investment #protection #independentfinancialadvice #financialservices #financialadvisers #advisers
Harper Financial Associates
Financial Services
Wakefield, England 55 followers
We offer independent financial advice on all types of pensions, investment products and protection policies.
About us
Harper Financial Associates offers independent financial advice tailored specifically around you, the client. Our primary focus is on the provision of wealth management services for private investors and corporate clients throughout the UK. Our range of services cover all aspects of pensions, investments, and insurance business. The business model centres on highly structured technology-based processes. This enables us to deliver a highly streamlines, cost-effective service proposition for all of our clients. We have a friendly and easy to understand approach when it comes to working with your finances and we want to ensure that you understand each aspect of them. We are happy to offer a complete holistic service or tailor the advice to a specific area you would prefer to discuss. Our charges are competitively priced within the market and these will be discussed with you in your initial consultation meeting. There are no hidden costs! Please get in touch to arrange a free, no obligation initial consultation. This can be done face to face at your home, place of work, or at our offices. Alternatively, if you would prefer to conduct our meeting via Microsoft Teams this option is always available. Standard office hours are Monday - Friday 0900-1730 hrs. Evening appointments can be arranged if necessary. Harper Financial Associates is a trading name of Harper Financial Associates Ltd. which is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 976686. Registered office: Athelward Suites East & West, Estate Yard, Nostell, WF4 1AB Registered in England and Wales Number: 12335186
- Website
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www.harperfa.co.uk
External link for Harper Financial Associates
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Wakefield, England
- Type
- Privately Held
- Founded
- 2019
- Specialties
- pension, investments, protection, estate planning, income protection, workplace pensions, personal pensions, ISAs, general investment accounts, IHT planning, SIPPs, stakeholder pensions, drawdown, pension income, annuities, flexi-access drawdown, family planning, financial advice, and independent financial advice
Locations
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Primary
Get directions
Athelward Suites East & West
Estate Yard, Nostell
Wakefield, England WF4 1AB, GB
Employees at Harper Financial Associates
Updates
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It’s great to be welcomed so warmly by The Nostell Estate. This is a significant step forward for the growth of my business and team. We hope to have a long and prosperous future within these beautiful grounds & buildings. Should you wish to explore your personal finances or discuss the finances of your business then give us a call on 01924 939 854 and we will be more than happy to offer you a free, no obligation, initial consultation. www.harperfa.co.uk hashtag #business #wealthmanagement #finances #businessgrowth #ifa #independentfinacialadvice #financialadvisers
🌟 Nostell Estate Welcomes Tom Harper & His Team! 🌟 We are thrilled to extend a very warm welcome to Thomas J Harper DipFA, PETR, MLIBF & his team, from Harper Financial Associates who have joined us in the Athelward Suite in the main Estate Yard. 🌿🏢 Tom visited Nostell Estate several months ago & immediately knew that this was the perfect place for his business to evolve & thrive & we are delighted to have them as part of our community! About Tom Harper & His Team:- Our primary focus is on providing comprehensive wealth management services tailored to the needs of private investors (individuals and couples), corporate clients, businesses, trusts, & charities throughout the UK. Our range of services includes all aspects of pensions, investments, & insurance business. What sets us apart is our commitment to offering truly independent, whole-of-market advice that is bespoke to our clients' needs. Our business model is centred around highly structured, technology-based processes, enabling us to deliver a streamlined and cost-effective service proposition for all our clients. We are excited to see Tom Harper & his team flourish in their new home at Nostell Estate & look forward to many successful years ahead. Welcome, Tom Harper & Team! 🌟 #NostellEstate #NewBeginnings #WealthManagement #Welcome #CommunityGrowth #wakefield #yorkshire #team #businesscommunity
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