Neil Smith - Harmony Wealth Managment Limited


Thompson House, Chesterfield, S41

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Wealth Management, SIPP, Pensions, Investment Management, Investment Planning
Qualifications: Certificate in Financial Planning and Long-Term Care Insurance, Long term care, life and health protection
Years as a regulated adviser: 17
Remuneration method: Either
FSA Registration Number: 509643 (Check this)

Our Company is lifestyle financial planning practice looking at helping clients to achieve their goals and aspirations out of life, by building long lasting relationships always putting the clients intrest first.

Neil started his financial services career in 1994 as an insurance agent for Refuge Assurance, and quickly excelled in his chosen field.

In 1998 Neil moved on to further his experience, working for London & Manchester .A year later, the opportunity arose for him to move into Independent Financial Advice with a leading Financial Services Firm in Sheffield, and latterly in a senior management role within the company. Neil made the decision to set up Harmony Wealth Management recently, as he saw a chance to provide clients with a bespoke service, in an ever changing financial environment.

Originally from Dronfield, Neil now lives in Chesterfield with his wife and youngest daughter. His hobbies include Kung Fu and playing the saxophone

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