Harrow Financial Services accepted an invitation to join St. James's Place in 2012. Its Principals are Richard Leigh and Peter Smith, who previously operated as IFAs for 12 years, and prior to that worked for Abbey Life for 20 years.

With offices in Bolton, we are able to provide advice to clients across the North West of England.

We look after private clients, business directors/owners, trustees and charities. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and aspirations.

Our advisers have over 60 years experience between them offering financial solutions to our clients. Please see below for some of the services that we provide:

• Investing for capital growth
• Inheritance Tax Planning
• Investing for income
• Mitigating Tax Liabilities
• Planning for your retirement
• Planning for exit of a business*
• Protecting your family
• Business Strategy

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

*Exit Strategies may include products and services that are separate and distinct to those offered by St. James's Place