Harrison is a Client Account Manager here at Humboldt Financial with a keen interest in helping clients make sure they have appropriate plans in place for retirement as well as enabling them to become as tax efficient as possible. With a focus on understanding each client’s unique needs and goals, he strives to deliver tailored advice that empowers them to achieve financial peace of mind.
Outside of work, Harrison is an avid boxing and football fan, watching his favourite team Queens Park Rangers on the weekends. Additionally, he spends his free time fishing and walking his two dogs Dolly and Ivy.
Investments and Savings
Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.
Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.
Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Pension Transfers - Non Specialist
Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Insurance and Protection
Get help to understand the best level of life cover, critical illness cover and income protection for you.
Fancy a chat?
- Free 60 minute initial consultation
Contact Harrison through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help
Harrison Thomas
Client Account Manager