Financial Adviser DipPFS in Sidmouth
A holistic approach to financial planning works. Rather than looking at different aspects of your finances in isolation, I bring them together, making use of your money as a tool to aim to achieve your goals and aspirations. That’s the approach I take with every client.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Sidmouth
Devon
United Kingdom
Harrison is based in Sidmouth and offers expert financial advice to suit your needs.
I've always been drawn to the markets, and I've seen firsthand how much of a difference solid planning makes. Not just to someone's finances, but to how settled they feel about the future. That's really what drives me: helping people move from uncertainty to peace of mind.
A lot of my work is about clarity rather than complexity. I spend time making sure you truly understand your options, so you can expect plain explanations, patience, and a plan you feel confident in, not one that was just handed to you.
Before moving into financial advice, I worked as a yacht bosun, spending the majority of my time overseas. I understand firsthand how unique income structures, tax statuses, and time away from the UK can make standard advice a poor fit, which directly shapes how I approach client situations. No single approach fits all.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 09 October 2026.
