Financial Adviser DipPFS in Newcastle
I help individuals and businesses make sense of their finances and plan confidently for the future across Newcastle and Teesside. Whether you’re building wealth, preparing for retirement, or planning how to pass wealth on efficiently, my role is to give clear, practical advice and a plan you can feel confident in.
In the UK, there are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, but there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
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.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
First time buyers, remortgages, buy-to-let.
Newcastle upon Tyne
United Kingdom
Harry is based in Newcastle upon Tyne and offers expert financial advice across Newcastle and Teesside.
I have worked in financial services since 2019, supporting individuals and families with clear, practical advice to help them make confident financial decisions. My focus is on understanding each client’s circumstances and goals so that the advice provided is tailored, relevant and genuinely useful.
I provide guidance across a range of areas including investments and pensions, retirement planning and cashflow modelling, inheritance tax and legacy planning, trust planning, and helping ensure the right insurance and protection arrangements are in place. Financial planning can often feel complex, so I aim to present advice in a straightforward and approachable way that helps clients understand their options and plan for the future with confidence.
One of the aspects I enjoy most about my role is working closely with clients to find solutions that fit their needs both now and in the years ahead. Taking the time to listen and build long-term relationships is an important part of how I approach financial advice.
Outside of work, I enjoy both watching and playing sport, particularly football, as well as exploring new places to walk/hike.
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 20 March 2026.
