Wealth Management and Investment

Wealth management and investment

Harrison Black Investment Services offers independent financial advice, investment planning and wealth management services, which can help you to manage your investments and savings to meet your financial needs. We help you to define your priorities for your money, and use our skill, experience and training in pensions, investments and wealth management to help you meet those goals.

Using information supplied by you we can establish your current financial situation then discuss the aims and intentions you have for your money. How the plan moves forward depends on your attitude to risk, which we identify by using industry-standard methods, and the timeframe you intend to work within. Through a variety of financial methods, we can provide access to secure savings or more speculative investments based on the level of risk appropriate to you.

But change happens, and the key to sound financial planning is the ability to update your investment portfolio to suit your changing needs. The team at Harrison Black Investment Services is committed to regularly evaluating your investments to make sure that our financial strategy meets your plans, whether that’s to provide financial security for you and your family, allowing you to take the holiday of a lifetime, or planning the retirement and delivering the pension that you’ve dreamt of and worked for.

For more information and for a free wealth management and investment review, contact us.