Harrison Black Investment Services
As Independent Financial Planners and Wealth Managers, Harrison Black Investment Services Limited provide an efficient, proactive and personal service to clients of Harrison Black Limited. The close affiliation ensures that vital technical support on related taxation matters is readily available.
Harrison Black Investment Services Limited are bound to give best advice on products that meet your needs and circumstances and to recommend the most suitable policies in each case. Our team of highly trained and experienced financial planners offer sophisticated product research and technical back-up enabling us to provide high quality, unbiased advice.
How Do We Operate?
First we will arrange a meeting with you to discuss your current financial situation and to establish your needs, your risk profile and your investment requirements. We then provide a written report detailing our recommendations and the reasons for them. We will discuss with you the extent to which you wish to implement our recommendations, adapting the proposals as appropriate. Finally, we will act as your agent dealing with any business processing.
What Are Our Charges?
The initial consultation is free. We predominantly offer a fee-based service, which operates similarly to the fee basis that other Harrison Black services attract. Some investments are only available with commission and we will make it clear to you where this is applied as appropriate. We will always discuss with you the charging mechanism, and this will be set out in our terms of business.
What Do We Provide?
Sound financial advice on both a corporate and individual level as an integral part of our total service to clients. Individual requirements will vary throughout adult life as personal circumstances change.
- Wealth management services including investment advice and the specialist tools available to us to manage your money efficiently and expertly
- Protection assurances - from the early days in your career it is of vital importance to provide cover for your home and family in the event of ill health or other disaster.
- We can assist with school fees planning, providing health care cover and choosing the right mortgage for your circumstances.
- Early planning through pension schemes and tax efficient investment will help ensure that you have provided adequately for eventual retirement.
- We have extensive experience in the investment of lump sums, whether for capital growth or to provide an income.
- Finally, we offer an estate planning service aimed at ensuring our clients are able to pass on their family assets in the most tax efficient manner without endangering their enjoyment of those assets during their own lifetime.
Contact us for a financial health check and see if we could help you.
HBIS is an appointed representative of Rouse Limited, which is authorised and regulated by the Financial Services Authority
