Harris Begley Financial Planning
HB
Financial Advisors
Harris Begley Financial Planning
18 Old Bridge St, Truro TR1 2AH
# Harris Begley Financial Planning
Harris Begley Financial Planning is a financial advisory firm based in Truro that provides comprehensive, holistic financial planning services to individuals across Cornwall and beyond. The firm takes a one-stop-shop approach, eliminating the need for clients to juggle multiple advisors for different financial needs.
The business serves four distinct client groups: those planning for retirement, individuals in later life seeking to optimise their finances, young families building their financial foundations, and prospective homebuyers navigating the mortgage process. This segmented approach allows Harris Begley to tailor advice to specific life stages and circumstances.
What sets Harris Begley apart is their demonstrated expertise and client-focused service. The team, including senior advisors Steve Rusga and Martin Eddy, has built a track record of long-term client relationships—some spanning over a decade. Their credentials include Equity Release accreditation and Pension Transfer Gold Standard certification, indicating specialised knowledge in complex financial areas.
The firm's distinguishing factor is their commitment to understanding clients' complete financial picture. Rather than offering piecemeal solutions, they develop integrated strategies addressing mortgages, investments, pensions, retirement planning and later-life finances simultaneously. Client testimonials consistently praise their responsiveness, professionalism and willingness to go the extra mile—even sourcing mortgages in Scotland for relocating clients.
This personalised, comprehensive approach combined with genuine client care has fostered strong loyalty and repeat business since 2012.
Harris Begley Financial Planning is a financial advisory firm based in Truro that provides comprehensive, holistic financial planning services to individuals across Cornwall and beyond. The firm takes a one-stop-shop approach, eliminating the need for clients to juggle multiple advisors for different financial needs.
The business serves four distinct client groups: those planning for retirement, individuals in later life seeking to optimise their finances, young families building their financial foundations, and prospective homebuyers navigating the mortgage process. This segmented approach allows Harris Begley to tailor advice to specific life stages and circumstances.
What sets Harris Begley apart is their demonstrated expertise and client-focused service. The team, including senior advisors Steve Rusga and Martin Eddy, has built a track record of long-term client relationships—some spanning over a decade. Their credentials include Equity Release accreditation and Pension Transfer Gold Standard certification, indicating specialised knowledge in complex financial areas.
The firm's distinguishing factor is their commitment to understanding clients' complete financial picture. Rather than offering piecemeal solutions, they develop integrated strategies addressing mortgages, investments, pensions, retirement planning and later-life finances simultaneously. Client testimonials consistently praise their responsiveness, professionalism and willingness to go the extra mile—even sourcing mortgages in Scotland for relocating clients.
This personalised, comprehensive approach combined with genuine client care has fostered strong loyalty and repeat business since 2012.
Services offered
Retirement planningLater-life financial planningMortgage adviceInvestment planningPension transfersEquity releaseFamily financial planningRemortgaging