 Originally established as N.D. Toy & Partners in 1971, Harbour Wealth today boasts fifty years of awardwinning, practical experience in providing sound financial planning advice to individuals, families and businesses across Pembrokeshire.
Originally established as N.D. Toy & Partners in 1971, Harbour Wealth today boasts fifty years of awardwinning, practical experience in providing sound financial planning advice to individuals, families and businesses across Pembrokeshire.
Fundamentally, Harbour Wealth seeks to help its clients achieve their financial goals through simple but effective planning that takes the current situation, financial objectives and timelines of their clients into account. With this information, Harbour Wealth is able to work in partnership with its clients to discuss the plan that best suits them and their needs. The course of action taken is down entirely to the client, and they have the support and jargon-free guidance of Harbour Wealth to establish which route will most benefit them now and in the future.
Harbour Wealth's comprehensive advisory services cover Pensions, Savings and Investments, Wills and Trusts, Mortgages, Protection, General Insurance and Auto Enrolment. The firm works with a number of digital service providers such as Octopus Energy and Children's ISA to complement their own advisory expertise in order to offer complete, practical services that drive towards clients' financial objectives. Since N.D. Toy & Partners first began operating in the early seventies, the firm has been acquiring an unparalleled reputation for experienced expertise. In 2000, Director Chris Brace arrived at the firm, bringing with him an innovative vision for the business which saw the acceleration of the investment and pension department. After only three years, Chris set up N. D. Toy & Partners Ltd Independent Financial Advisers, which would later
become Harbour Wealth. |
