Our process at Harris Begley Cornwall

HARRIS BEGLEY FINANCIAL PLANNING

We provide a comprehensive range of financial services… For further information, please click on the category list on the right and get in touch today for a free, no obligation initial consultation on Tel 01736 366550 or email enquiries@harrisbegley.co.uk

How We Work With You

Free Initial Consultation

Our initial meeting usually takes place in one of our offices – there’s no charge and no obligation. We need to assess your existing financial situation to reach a realistic evaluation and typically this takes 45 minutes to 1 hour.

The Strategy

Once we have discussed and agreed your requirements, we will design a strategy to fulfill your objectives. We will then produce a report outlining our recommendations and the options available to you.

Depending on your situation, we can advise you on a specific financial objective, for example, a mortgage application or alternatively we can create a comprehensive financial plan that encompasses your current needs and long term goals eg. Income protection cover, an investment portfolio and a personal pension scheme.

The Implementation
Rest assured that our proposed recommendations will be fully explained and their associated costs clearly documented. Once you have approved our proposal and instructed us to proceed, only then we will implement your financial strategy.

On-going Client Relationship
Harris Begley clients benefit from a comprehensive ongoing service which includes annual financial reviews.

 

Your home may be repossessed if you do not keep up repayments on your mortgage or any other debts secured on it
Commercial mortgages, buy to let mortgages and auto enrolment are not regulated by the FCA.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.

This Payment Protection Insurance is optional. There are other providers of Payment Protection Insurance and other products designed to protect you against the loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk