Harry Greenbury
Financial Adviser
FCA reference number: HCG01028
I have been working at HL for 10 years in a variety of roles and qualified as a financial adviser in 2019. Now more than ever, it’s important to make smart decisions about your finances and I am very passionate about helping people do just that. I believe in putting my clients at the centre of everything I do in order to provide the best possible outcome to their financial planning needs.
I have been working at HL for 10 years in a variety of roles and qualified as a financial adviser in 2019. Now more than ever, it’s important to make smart decisions about your finances and I am very passionate about helping people do just that. I believe in putting my clients at the centre of everything I do in order to provide the best possible outcome to their financial planning needs.
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Trusts Protection
Qualifications
- Diploma in Regulated Financial Planning
Region and method of advice
Based in Cardiff, I can provide in-person meetings with clients in the surrounding area and throughout Wales and parts of South West England. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this region.
Based in Cardiff
In-person meetings
Phone and Video call
Region & method of advice
Based in Cardiff, I can provide in-person meetings with clients in the surrounding area and throughout Wales and parts of South West England. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this region.
Approach and experience
I try to build a connection with my clients so that I can tap into the details of what they want to get out of taking advice. From there, I can look at their current position and work towards achieving those aims.
I avoid complicated jargon at all times. After all, it’s important my clients understand and are happy with the different solutions I present them with.
I will spend as much time as it takes with my clients in order to get to the root of their needs and ensure that I can provide them with the best possible outcome.
Personal interests
I spend most of my free time playing or watching sports, particularly football. I travel around the country and beyond to play matches. Along with my wife, I also love to travel. I am very fortunate that she has a talent for finding new and exciting places to explore and experience great cuisine.