Welsh Enterprise Awards 2020

12 | Welsh Enterprise Awards 2020 Oct20728 Independent Financial Planners of the Year - South West Wales Harbour Wealth is a firm of award-winning independent financial advisors committed to providing sound financial advice to individuals and businesses across Pembrokeshire and beyond. Taking a straightforward approach that puts the financial objectives and timelines of their clients at the fore, Harbour Wealth is on hand to take the stress out of planning for now and the future. Originally established as N.D. Toy & Partners in 1971, Harbour Wealth today boasts fifty years of award- winning, 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. The firm was built on Chris’ vast experience within the financial advice sector and his reputation for business success. Harbour Wealth recruited a team of highly professional and qualified staff and financial advisors who take great pride in their friendly and approachable nature. Together, the Harbour Wealth team plays a vital role within the Pembrokeshire community, providing personable and well-informed financial advice for all those in the local area. The positive feedback and referrals that can be found on the Harbour Wealth website are testament to the sound financial advice and winning customer service that is provided by Chris and his team. United with the achievement of Independent Financial Planners of the Year - South West Wales at SME News: Welsh Enterprise Awards 2020, Harbour Wealth’s successes continue to drive the firm to deliver the highest standards of service to the Pembrokeshire area as they celebrate their fiftieth year of operation. Company: Harbour Wealth Limited Contact: Chris Brace Website: www.harbourwealth.co.uk Originally established as N.D. Toy & Partners in 1971, Harbour Wealth today boasts fifty years of award- winning, practical experience in providing sound financial planning advice to individuals, families and businesses across Pembrokeshire.