Protection Against Risk
Retirement Planning and Pensions
Savings and Investments
Buying a Home
Equity Release

The 5-Minute Financial Healthcheck

Harris Lipman Wealth Management: our services

We believe in personal service and are able to offer ongoing advice as your life and circumstances change.

We work very closely with our financial advisers to help our clients to review their options and opportunities, guiding them through the practical and tax implications of pensions, investments and other financial products.

We offer you expert advice on:

To find out more about what we can do for you, please contact us.

Harris Lipman Wealth Management is a trading style of Rock Financial Consultants Limited which is an appointed representative of Intrinsic Financial Planning Limited which is authorised and regulated by the Financial Services Authority.  Intrinsic Financial Planning Limited is entered on the FSA Register (http://www.fsa.gov.uk/register) under reference 440703

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Rock Financial Consultants Limited is registered in the UK at The Old Rectory, Church Street, Weybridge, Surrey, KT13 8DE.
Company No. 03852156.