Harken Financial - Wrexham

Daniel C.

Tom at Harken Financial has provided my wife and I with great financial advice for the past few years that he has worked with us.
Tom tailors his advice based on our individual attitude to risk, ethics, stage in life, dependents and income. He and his team has great up-to-date financial knowledge backed up with a really diligent approach to fact-finding and paperwork. Combined with a friendly and open manner our regular review calls are always pleasant and useful, supported by clear written advice and calculations the following day. I would be very happy to recommend Harken Financial to anyone thinking about getting independent advice.

Andrew J.

Tom gave me straightforward and honest advice regarding a pension pot I had transferred to another provider many years ago. He contacted the pension company and explained to me what my pension options were and when I could access my funds. He also advised me on other financial questions I had and assured me of my retirement future funds. Tom is very professional and I would have no hesitation in recommending him at Harken Financial for any tricky money questions.

Janet S.

Amazing service! Honest, reliable, friendly and professional. Unlike experience with other advisors, Tom provided advice for exactly what we needed with clear direction, unique to our circumstances. Caroline at the office has been amazing too, keeping you up to date with any developments! Feeling very confident about the future now and would highly recommend.

Matt B.

Tom at Harken has helped us balance our pensions, savings and cashflow as well as making sure they are diversified. I would heartiy recommend him to anyone looking for financial advice.

dee H.

I met Tom, following redundancy. I needed help and clarity on the pension options available to me.

I found Tom to be professional and friendly. I felt at ease with Tom and he helped me with all of my queries. Tom was clear in the information he provided to me, of the 'end to end' process involved, from the charging structure to the regulatory requirements that applied to the service he was providing to me (which extended to the personal data he collected from me.

Ian S.

Tom demonstrated his trademark thorough and professional approach. He reviewed all of my current arrangements and explained the individual features of each. He pointed to the path by which a more value for money outcome might be achieved. A major element being the projected savings in Providers’ charges. These amounted to thousands of pounds over the estimated total period of the new arrangements.
Although it’s very early days and a long term view must be taken, the performance of the funds he recommended investing in to date are extremely promising. I can’t recommend Harken Financial highly enough

harry1et

Really helpful and friendly service, straightforward and handled everything really well, would definitely recommend.