Hello! I'm the founder of Harrison 360 Wealth Management, and I'm passionate about working in partnership with you to develop your fully rounded '360 degree' life plan, considering the holistic picture of your finances and future aspirations.
I aim to make it easy for you, and I promise - no jargon! Having worked for 25 years in global banking and insurance at Director level, I am able to communicate financial solutions in a straight forward way, as well as providing coaching and advice to empower you to make the decisions for your future finances.
I have an Executive MBA (Distinction) from Warwick Business School and a Mathematics degree from the University of Leeds. I am married and have two young sons.
Harrison 360 Wealth Management is here to understand your future life aspirations and develop a trusted long term partnership with you to deliver a bespoke 360 financial life plan that will help you feel positive about your future finances, reflecting your life aspirations.
The Practice offers a comprehensive range of onshore and offshore wealth management services, including tax efficient investment planning, pension and inheritance tax planning and financial protection for individuals, trustees and businesses.
Harrison 360 Wealth Management is a Partner Practice of St. James's Place, which provides you with many benefits ranging from advice on a wide range of financial products, to peace of mind due to the St. James's Place guarantee.
We offer an excellent wealth management service which will help you achieve your goals
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 16/05/2023
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.