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We are a firm of financial advisers based in the North East of England. As a family owned and managed firm we are big enough to cope but small enough to care, we believe as a small company this gives us an edge in offering advice that is truly personal and relevant to our clients needs. Professional qualifications are held and we have the technical expertise to provide the best advice for complex situations. We cover County Durham, Tyne & Wear, Cleveland, North Yorkshire and Northumberland.
Ian Harrison Independent Financial Services Ltd was established in 1997. We provide a bespoke quality service guiding clients through the complexities of financial planning allied with a firm belief of a long term relationship. We are a company with great pride and belief in the services we offer to all. Our aim is to achieve a long term relationship with clients and to be their preferred source of financial advice.
The Director of the company Ian Harrison has been working in the financial services sector since he was 17 years old and has acquired all relevant qualifications, clients can therefore rest assured that Ian is both well qualified and experienced to advise on even the more complicated financial planning matters. Ian Harrison has been invited on several occasions to discuss financial matters on BBC Local Radio.
Our existing clients are very important to us and also recommendations we receive from them, we regularly offer client reviews and feel this is very beneficial in such a fast changing world and personal circumstances. We pride ourselves that we always respond to calls from clients and will seek an answer to questions or just requests for information on existing contracts. We regularly keep in touch via letters, our aim is to be an accessible point of contact for clients, recommendations and potential clients. Our customer service and client satisfaction is utmost in our company policy and we are always aiming to provide the service we believe clients deserve.
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