Lee Hurst, an experienced financial advisors, has opened Harrogate Wealth Management in Windsor House, and will offer comprehensive financial planning and wealth management incorporating retirement planning, tax planning, personal inheritance, investment and pensions advice.
Starting out with a team of three, the ambition is to grow the boutique firm in the near future.
“Having been in the profession for almost 20 years, I understand that every client is unique with their own particular circumstances and aims, meaning that they need a tailored, highly personalised approach,” explains Lee.
“Putting the client first is at the core of our business – we pride ourselves on our ability to listen and work closely with each client to help them achieve their life goals and financial objectives.”
Officer manager Lynne Bowman will be working alongside Lee and a consultant is expected to be appointed within the next few weeks with further expansion anticipated early in 2017.
Lee added: “given the uncertain economic climate, many people are wondering how best to protect and grow their wealth and need advice from experts they can trust. We are already receiving a number of referrals, particularly via our network of professional contacts, and are confident that the business will grow quickly.”
Our BQ Bulletin emails will land in your inbox at 7.30am, Monday to Friday, with a mix of the latest local business news, national news, and features to inspire you. Sign up here!
Click here to read our privacy statement