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FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

Financial Adviser Located Northern Ireland

Welcome to Harris and Co Wealth Management Ltd

Welcome to Harris & Co Wealth Management, a new financial services provider based in Ballyclare, County Antrim. At its heart is Director, Ross Harris.

Ross is no stranger to financial services, having been in the industry for more than 30 years – 20 of which he has spent providing financial advice.

At Harris & Co, we are committed to building exceptional long-term relationships with our clients, placing their needs and aspirations at the centre of everything we do.

Through lifestyle financial planning, we arrange bespoke financial plans that adapt and evolve, ensuring our clients are always on track to achieve their goals and objectives.

Harris & Co is proud to be part of the Quilter family. When completing the research on a partner to team up with, it became evident very quickly that Quilter Financial Planning was the best match. Quilter provides access to the award-winning, competitively priced WealthSelect Managed Portfolio Service, providing clients with a wide range of diverse investment solutions and putting them at the heart of every stage of the financial planning journey. Having access to this partnership ensures that our clients benefit from a robust, reliable framework, designed to safeguard their financial future.

Call us today on 07768 342 661 or email us at ross@harrisco.co.uk and we'll be pleased to help you.

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

View Complete Plan

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.
YOUR GOALS & AMBITIONS

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan
HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
REVIEW THE PLAN & PROGRESS UPDATES

If required, review dates will be agreed and can take place annually or more regularly if required or requested.