Harrison is a Senior Wealth Planner based in Esher. He is a Chartered Member of the Chartered Institute of Securities and Investments (CISI), specialising in holistic financial planning advice for private clients and their families. With a focus on bespoke, long-term strategies, he works closely with clients to transform career and business success into enduring personal wealth.
Harrison is particularly experienced in guiding clients through pivotal life events, including retirement planning, the sale of a business, the receipt of an inheritance, and intergenerational wealth transfer. He also partners with ambitious professionals and entrepreneurs looking to grow and structure their wealth strategically from the outset.
“"My job is to cut through the complexity of people's financial lives and give them a clear path forward. Whether a client is selling a business, planning for retirement, or thinking about the next generation, I'm there to make sure every decision is the right one for them and their family."”
Harrison Boar
Esher branch
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