Welcome to Harries Financial Wealth management

We pride ourselves on our warm, friendly service. Most of our clients come to us through personal recommendation and we believe this is due not only to our financial expertise and integrity but to the individual and in-depth approach we take to help you meet your financial goals.

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Testimonials

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Chris has given me invaluable help and advice in planning my retirement and my estate. Without his advice I would have made costly errors in my decisions regarding my pension pot and would have been unaware of strategies which we have now initialised to ease any possible tax burdens for my daughters...
Richard Fowler| Swansea

SJP Approved 02/10/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Harries Financial Wealth Management Ltd is registered in England and Wales, Number 11860186. Registered Office: 70 Eastgate, Cowbridge, CF71 7AB.