# Harlequin Financial Management Ltd

Harlequin Financial Management is an independent financial advisory firm based in Mapperley, Nottingham, with additional offices in Warwickshire and Durham. They provide comprehensive financial planning services to both individual and corporate clients throughout the UK.

As independent advisors, Harlequin is unrestricted by ties to specific investment providers or funds, enabling them to source genuinely tailored solutions for each client's circumstances. Their advisers, who are members of the Personal Finance Society, adopt a holistic approach to financial planning, considering multiple options to align with clients' long-term goals. All recommendations are thoroughly discussed before clients commit to any fees or charges.

Their expertise spans personal financial planning, pension provision, and specialist corporate solutions including group pensions, Small Self Administered Schemes (SSAS), keyman insurance, and shareholder protection arrangements. This dual focus makes them particularly valuable for business owners requiring coordinated personal and company-level planning.

Harlequin distinguishes itself through investment in technology infrastructure. They utilise award-winning systems for secure client record management and state-of-the-art research software enabling detailed, evidence-based recommendations and ongoing portfolio reviews. Their commitment to accessibility is demonstrated by their same-day callback policy and multiple office locations.

Regulated by the Financial Conduct Authority (reference 431467), Harlequin combines professional credibility with a genuinely approachable service model, positioning themselves as ethical advisors willing to engage in initial consultations at no commitment.