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Our Company

Harmony Wealth Management

In an ever changing environment, we are a fresh, forward - thinking company, always striving to tailor our services to your individual requirements.

We have a wealth of experience, and so when change occurs, we are there to guide you through the finer details of financial planning to keep you on track.  We will help you to achieve your personal and financial goals, by aiming to keep life and money in perfect harmony.

Neil Smith

Neil started his financial services career in 1994 as an insurance agent for Refuge Assurance, and quickly excelled in his chosen field. 

In 1998 Neil moved on to further his experience, working for London & Manchester .A year later, the opportunity arose for him to move into Independent Financial Advice with a leading Financial Services Firm in Sheffield, and latterly in a senior management role within the company.  Neil made the decision to set up Harmony Wealth Management in 2009, as he saw a chance to provide clients with a bespoke service in an ever changing financial environment. The business is going from strength to strength as the client base grows, chiefly thanks to word-of-mouth recommendations.

Originally from Dronfield, Neil now lives in Chesterfield with his wife and youngest daughter.  His hobbies include Kung Fu and playing the saxophone

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Company address:
Harmony Wealth Management , Thompson House, Thompson Close, Whittington Moor, Chesterfield, Derbyshire, S41 9AZ
T: 01246 268571
F: 01246 268816

Email: enquiries@harmonywm.co.uk

Harmony Wealth Management is an Appointed Representative of Charles James Financial Planning who is Authorised and Regulated by the Financial Services Authority.

Charles James Financial Planning is entered on the FSA register (www.fsa.gov.uk/register/) under reference 135205

Telephone: 01246 268571 | enquiries@harmonywm.co.uk

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