Harris Associates Wealth Management

Financial Services • Sandy, England, United Kingdom • 1-10 Employees

Company overview

Headquarters	51 High Street, Wrestlingworth, Sandy, Bedfordshire SG19 2EP, GB
Phone number	+447992007
Websites	sjp.co.uk partnership.sjp.co.uk
NAICS	52
Keywords	Retirement Planning, Wealth Management, Long Term Care Planning, Wealth Protection, Investment Planning, Financial Life Planning
Founded	2009
Employees	1-10

Key Contacts at Harris Associates Wealth Management

David Harris

Director

Christopher Harris

Director

Harris Associates Wealth Management Email Formats

Harris Associates Wealth Management uses 1 email format. The most common is {last name} (e.g., doe@weareharris.com), used 100% of the time.

Format	Example	Percentage
{last name}	doe@weareharris.com	100%

About Harris Associates Wealth Management

We are a family run financial planning practice, based in Bedfordshire. We provide a holistic financial planning service, ranging from retirement planning to investment planning, long term care planning as well as protecting you and your estate. Harris Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place plc (which is authorised and regulated by the Financial Conduct Authority). The St. James's Place Partnership and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 9/1/2025

Harris Associates Wealth Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Employees by Department

Harris Associates Wealth Management has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Harris Associates Wealth Management has never raised funding before.

Frequently asked questions

Harris Associates Wealth Management is located in Sandy, England, GB.

You can reach Harris Associates Wealth Management at +447992007.

Harris Associates Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Harris Associates Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Harris Associates Wealth Management

David Harris

Director

Christopher Harris

Director

4.8

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