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‘Unbiased Monetary Planners of the Yr’ award for Tenby enterprise | Information

‘Independent Financial Planners of the Year’ award for Tenby business | News

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Tenby’s Harbor Wealth Independent Financial Planners have been recognized by the Welsh Business Enterprise as “Independent Financial Planner” of the Year in South West Wales.

With offices on Lower Park Road, Harbor Wealth is an award-winning independent financial advisor providing in-depth financial advice to individuals and companies throughout Pembrokeshire and beyond.

Harbor Wealth takes a straightforward approach that puts its clients’ financial goals and timelines first to make planning for now and the future easier.

Harbor Wealth was founded in 1971 as ND Toy & Partners and today has 50 years of award-winning hands-on experience advising individuals, families and businesses across Pembrokeshire.

Basically, Harbor Wealth aims to help its clients achieve their financial goals through simple but effective planning that takes into account their clients’ current situation, financial goals, and schedules.

With this information, Harbor Wealth can work in partnership with its clients to determine the plan that best suits them and their needs. The procedure is entirely up to the customer. He has the support and jargon-free guidance from Harbor Wealth to determine which route will benefit him most now and in the future.

Harbor Wealth’s comprehensive advisory services include annuities, savings and investments, wills and trusts, mortgages, protection, general insurance and auto-registration. The company works with a number of digital service providers such as Octopus Energy and Children’s ISA to complement their own advisory skills and provide comprehensive, practical services that target clients’ financial goals.

Since ND Toy & Partners began operations in the early 1970s, the company has built an unparalleled reputation for expertise.

In 2000, Director Chris Brace joined the company with an innovative vision for the company that saw the investment and pension departments accelerate.

After just three years, Chris started independent financial advisors for ND Toy & Partners Ltd, which later became Harbor Wealth.

The company was built on Chris’ extensive experience in the financial advisory industry and reputation for business success.

Harbor Wealth has recruited a team of highly professional and skilled employees and financial advisors who take great pride in their friendly and open-minded nature.

Together, the Harbor Wealth team plays a vital role in the Pembrokeshire community, providing personalized and well-informed financial advice to everyone in the area.

The positive feedback and recommendations on the Harbor Wealth website are testament to the solid financial advice and successful customer service that Chris and his team provide.

Coupled with being named Independent Financial Planner of the Year – South West Wales on SME News: Welsh Enterprise Awards 2020, Harbor Wealth’s successes continue to drive the company to provide the highest standards of service to the Pembrokeshire area on its 50th anniversary of Operation.

Commenting on the award, Chris said, “As a local company, we pride ourselves on providing our clients with professional, first class, independent financial planning services. We are very happy to receive an award of this caliber. “

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