Senior Wealth Manager, CFP® (UK)
Brief info
Harry has a CFP® and is a Chartered Member of the Chartered Institute for Securities and Investments. Harry has significant experience in portfolio management and providing comprehensive financial planning for Harbour Wealth’s clients. His services include advice on tax planning, retirement, estate planning, offshore investments and trusts.
In 2016 Harry moved to the UK with his family and is a Director of David Winter Independent Financial Advisers. Being authorised in both South Africa and the UK enables Harry to provide a more tailored solution for clients who have assets in both South Africa and offshore.