01446 771949/773669 info@hppltd.co.uk

We help you plan your financial future with confidence

Local Knowledge, Global Understanding

Based in the prosperous market town of Cowbridge in South Wales, we provide a personal service which is tailor-made to help you meet your financial goals.

We bring our expertise and experience to your unique situation so that you can make informed decisions that bring your life goals and finances together. We’re here to listen and to understand so that together we can make a realistic and comprehensive plan which will have a lasting impact.

Our aim is to create a road map for you which is both robust and yet flexible enough to adapt to your unfolding personal circumstances, future changes in legislation and fluctuations on the global markets.

Our areas of expertise

We have many years experience over which we’ve built expertise in three main areas:  Investment Planning, Estate Planning and Pensions.

The key to our success is our ability to take an objective, long term view that covers all three areas during the planning process, creating a balanced and flexible vision. This involves knowing how to balance accumulating wealth with limiting liabilities and how achieve gains in a strategic way whilst at the same time minimising risk. We know what works and we know what to watch out for.

To find out more about how we can help you to optimise your financial situation, call us to arrange a meeting: 01446 771949.  We look forward to hearing from you.

Recommendations from our clients

Steve Harries

Steve Harries

Director

Jonathan Powell

Jonathan Powell

Senior Adviser

“I have now known Steve since early 2007 when I was introduced to him by my father. Having been advised by Steve for over 6 years, I am very confident in the advice he has provided myself and my wife and he has been particularly helpful in dealing with recent changes to my pension and our other financial arrangements. He has a very detailed knowledge of the financial industry and the way he is able to explain complex issues in laymen’s terms certainly aids our understanding and helps our decision making. He is extremely capable and his easy, efficient manner reassures his clients that he really has their best interests at heart. I would have no hesitation in recommending Steve to any of my friends or colleagues.”
Peter J. Abraham

“Steve and his team have supported us over many years. Their advice and support has always been outstanding and we would not hesitate to recommend their services, as we have done to many of our friends who now are customers.”
Judith and Tony

“We have known Jonathan for a considerable period  period of time.  He has proved his worth and helped not just people in the practice but our clients as well. Jonathan has an excellent knowledge of pensions/investments and trusts. We have no hesitation in recommending Jonathan to our clients.”
Martyn Owen, O’Shea & Owen, Chartered Accountants, Cowbridge

“Having dealt with Jonathan for a number of years, I am very confident of the service he provides to clients referred to him. He has detailed knowledge of the investment of trust assets and is a pleasure to work with. Moreover, his ability to explain complex, tax efficient proposals in a manner which can be readily understood by clients is essential in the financial services industry.”
Jonathan Mark Powell Director, DJM Solicitors 

“Jonathan has been my financial adviser for over 10 years. During this time he has proven himself to be extremely capable and competent. I have called and met Jonathan many times for advice and over time his advice has proven to be sound and logical. Jonathan is always available and gives his time freely I have no hesitation in recommending Jonathan.”
Mr S Hariharan (Orthopaedic Surgeon)

Steve Harries

Steve Harries

Director

“I have now known Steve since early 2007 when I was introduced to him by my father. Having been advised by Steve for over 6 years, I am very confident in the advice he has provided myself and my wife and he has been particularly helpful in dealing with recent changes to my pension and our other financial arrangements. He has a very detailed knowledge of the financial industry and the way he is able to explain complex issues in laymen’s terms certainly aids our understanding and helps our decision making. He is extremely capable and his easy, efficient manner reassures his clients that he really has their best interests at heart. I would have no hesitation in recommending Steve to any of my friends or colleagues.”
Peter J. Abraham

“Steve and his team have supported us over many years. Their advice and support has always been outstanding and we would not hesitate to recommend their services, as we have done to many of our friends who now are customers.”
Judith and Tony

Jonathan Powell

Jonathan Powell

Senior Adviser

“We have known Jonathan for a considerable period  period of time.  He has proved his worth and helped not just people in the practice but our clients as well. Jonathan has an excellent knowledge of pensions/investments and trusts. We have no hesitation in recommending Jonathan to our clients.”
Martyn Owen, O’Shea & Owen, Chartered Accountants, Cowbridge

“Having dealt with Jonathan for a number of years, I am very confident of the service he provides to clients referred to him. He has detailed knowledge of the investment of trust assets and is a pleasure to work with. Moreover, his ability to explain complex, tax efficient proposals in a manner which can be readily understood by clients is essential in the financial services industry.”
Jonathan Mark Powell Director, DJM Solicitors 

“Jonathan has been my financial adviser for over 10 years. During this time he has proven himself to be extremely capable and competent. I have called and met Jonathan many times for advice and over time his advice has proven to be sound and logical. Jonathan is always available and gives his time freely I have no hesitation in recommending Jonathan.”
Mr S Hariharan (Orthopaedic Surgeon)

TRUST US

Harries Powell & Price are authorised and regulated by the Financial Conduct Authority (FCA No 588442)

You are also covered by the Financial Ombudsman Service www.fscs.org.uk

FIND US

70 Eastgate
Cowbridge
CF71 7AB

01446 771949

TRUST US

Harries Powell & Price are authorised and regulated by the Financial Conduct Authority (FCA No 588442)

You are also covered by the Financial Ombudsman Service www.fscs.org.uk

FIND US

70 Eastgate
Cowbridge
CF71 7AB

01446 771949

OUR POLICIES