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Just as life changes, so do goals and ambitions. It’s because of this, we offer a flexible and tailored approach to financial planning.
To create a bespoke plan, we utilise lifestyle financial planning to really understand your individual and / or family circumstances and financial journey. We talk in detail about your family, lifestyle, property and employment or business.
We look at each of these four key areas, identifying stages you have reached historically. Then we look at your current standing and how you would like the future to pan out. For example, whether you have plans to climb the career ladder or whether you are working towards early retirement or both.
The bespoke financial plans we create from knowing all this information are made to be easily adaptable over time. We are with you for the journey, doing all we can always to help you keep on track to achieve your goals and objectives.
We regularly review your plan with you for optimum results. If there are any changes in your family or work life, financial circumstances, objectives or budgets, we will work with you to develop and evolve your plan accordingly.
About Ross Harris
Ross is known in the industry for his diligence, hardworking ethic and exceptional levels of client care. His reputation precedes him, having learned his trade at Nationwide Building Society and then been part of St. James’s Place before joining Quilter Financial Planning and setting up on his own.
Outside of the office, he is a family man, married with two fantastic boys. He enjoys training most mornings before work and likes nothing more than the great outdoors. At the weekend, Ross can often be found on longer dog walks with his family and Lola, the family’s Shih Tzu dog, or body boarding on the North Coast.
He has been a mini rugby coach at Ballyclare RFC for 11 years and, during the summer months, he plays Old Boys Touch Rugby.
Harris & Co Wealth Management is a proud sponsor of Ballyclare RFC and will continue to support this fantastic family run club, that is in the heart of the community, for the foreseeable future.
