
Harriet Wallace
Financial Planner
Tyne & Wear
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About me
I'm Harriet Wallace, a Financial Adviser at Four Rivers Financial Planning. I help individuals and families make confident decisions about their money, whether that's planning for retirement, investing for the future, protecting their loved ones, or making the most of their pensions and tax allowances. I believe financial advice should be clear, straightforward, and tailored to each person's unique circumstances. My aim is to build long-term relationships with my clients, helping them navigate life's milestones and giving them peace of mind that their finances are working towards their goals. I'm particularly passionate about helping people feel more confident with their finances and ensuring they understand their options, rather than feeling overwhelmed by jargon or complexity.
My details
I like helping people on:
Family Financial planning
My qualifications:
Diploma in Regulated Financial Planning
My charging model:
Ongoing % fee
