A Partner Practice of St. James's Place Wealth Management
Neil Harrison
APFS
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
About
Prior to joining the financial services industry, I completed an accountancy degree at Queen’s University Belfast which complements the financial advice roles I held in WHR Accountants until the creation of WHR Wealth Management Ltd.
WHR Wealth Management Ltd was established in 2014, when I accepted an invitation to join St. James's Place Wealth Management. The previous practice had been in operation for 26 years prior to this. We have an office in the City of Armagh and provide advice to clients throughout the country.
Outside of my business, I dedicate most of my time to my family and try to squeeze in some occasional travel and voluntary work for a local NGO. Charity is also important to me and I regularly donate to a variety of causes.
After graduating from university I decided to complete professional qualifications in Financial Advice rather than Accountancy progressing quickly to Certificate level, then Diploma level and now hold Chartered Financial Planner status - a clear differentiator when selecting a professional adviser.
Given my accountancy background I see my approach as one of problem-solving for the client. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place Guarantee
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.
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.