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Testimonials

Harwin Bosworth made a very considered and thoughtful assessment of my financial position in conjunction with a judgement on my attitude to risk.

As a result, he was able to recommend a number of options suitable to me, always taking care that I comprehended each aspect of the proposition in a very unhurried and professional manner.  Thanks to Harwin’s attention to detail, I feel very satisfied that I have a clear understanding of the financial products I have committed to and confidence they will deliver what I am looking to achieve.

Nick Jackson
Knaresborough
Overall

“Regarding Mr Harwin Bosworth. We have been very pleased with how Harwin has dealt with our finances since taking over from the previous adviser. He has stabilised our financial situation and explained everything in detail and a pleasant manner.

We would be very happy to recommend him to anyone.

Mr and Mrs C. D. Parkinson
Wakefield
Overall

My acquaintance with professional financial advice began only upon my retirement – an early retirement – with its attendant need to ensure a sound and safe way of providing for my future. The first two advisers with whom I had dealings with were followed, upon their departures from my chosen firm, by Harwin Bosworth, whom I have now known for longer than his two predecessors.

For some time Harwin worked with this well known Harrogate firm, introducing himself and demonstrating his commitment to me and alas to my sister’s interests in assessing our financial attitudes by profiling tests, recommending some modifications to our investments while ensuring our understanding of the reasons for the changes with a full explanation as we asked.

When the said firm altered the direction of the business away from the direction Harwin hoped to follow, he sought a connection elsewhere, determined with steadfast resolve to remain in the field of giving financial advice to individual clients; always generous with his time, no question raised by us left unanswered, and our meetings followed by full reports, not omitting supplementary details and points of information.

This concern for me and my sister’s overall financial position at our later stage in life has extended to consider in-depth recommendations on inheritance tax planning, and in this matter, he helped me particularly when a well-known firm of national stature made a serious error of omission which was duly and apologetically corrected.

His expertise extends further to assist with attention to long-term care insurance, so welcome to people in the advanced age group; moreover he gives us every indication of willingness to continue to advise and plan for us as far into the future as we can see.

Maurice Lupton
Harrogate
Overall

I, James A Gill. Confirm that I met Harwin C Bosworth Dip PFS – Independent Financial Adviser in 2005 when he gave me advice on a mortgage bridging loan which I required to purchase a new home. Harwin researched the markets for a very competitive deal and this led to a suitable transaction.

In January 2008, Harwin advised me on a Sterling Investment Bond. This turned out to be a very profitable investment.

In March 2012 when I retired, Harwin again advised me on my pensions and investments, which to date has proved to be very good advice.

I meet up with Harwin every year to review my pension, investments and financial needs and I have been very pleased with the advice I have received.

I would be happy to recommend Harwin Bosworth as a capable Financial Adviser.

James. A. Gill
Skipton
Overall

“We would have no hesitation in recommending Quantum Wealth Management for financial planning in retirement. After explaining to Harwin on his first visit of our needs he then went away and looked into various options and best deals on the market for us. On his second visit, he explained all of them in depth and in an easy to understand language. We decided to go down the Equity Release route and Harwin’s customer service was first class. A first-rate experience providing us with all the relevant information to enable us to make an informed decision, and conducted with no sales pressure. On completing forms etc Harwin has stayed in touch via the telephone to ensure that everything was going to plan. Harwin Bosworth was polite, courteous and knowledgeable throughout.

D & S Lunn
Post-retirement

As someone who doesn’t prioritise looking after my finances, I have need of someone to remind me that this important aspect of my future security. Harwin has provided lots of good advice to me over a number of years and I am glad I took his advice 20 years ago when I purchased my first house.

Harwin advised me to purchase a life and critical illness policy. At the time I wasn’t sure but I took his advice and I am so glad I did. In 2016 I needed that policy as I was diagnosed with breast cancer. I am now in recovery but one of the things I don’t need to worry about is my mortgage thanks to the life and critical illness policy.

C. Horsley
Harrogate
Protection

I was introduced to Harwin in 1998 when he was working at a local firm. Since that time, Harwin guided my father and I through difficult financial times giving sound, sensible and unbiased advice on many aspects of monetary matters.

In 2005, he invested a lump sum for me and after only a year, the investment made a healthy return. In 2014 Harwin sought a new mortgage deal for me which saved me approximately £1,200 per year.

He is a trustworthy, focused and well established financial adviser who has a deep knowledge and understanding of the current financial market, which enables him to seek and find the best deal for his customers.

Alona Baird
Harrogate
Mortgages

Our company has been a client of Harwin’s for over 8 years. I have found him to be very reliable and very importantly, approachable. His patience has no ends when explaining financial information to the uninitiated!

 

 

BS
YORLMC
Harrogate
Company Advise

Harwin Bosworth has been my financial adviser for over 13 years. He set up a personal portfolio with money I had available for investment in 2010. This portfolio has consistently increased in value and performed above the benchmark annually. I’ve been shown independent data supporting this. However, I am made aware of possible fluctuations in market values.

Mr Bosworth visits me each year to discuss all aspects of my investments including my required level of risk. He checks details of my current income and expenditure and gives advice if necessary.  He explains with patience any queries I have about correspondence I have received from the investment companies regarding changes they make to individual funds, any questions I may have on fees and commission or any general concerns regarding financial matters.

I receive a comprehensive written report confirming details of our meeting and a full valuation of all my investments, assets and estate.

I am treated with kindness and respect by Mr Bosworth who has a calm, gentle and confident persona.

I am very satisfied with his advice and I’m certain I couldn’t find a more competent and genuine Financial Adviser and would recommend him without any hesitation at all to anyone wanting efficient, professional and honest financial advice.

Miss J. Foley
Harrogate
Investments

Harwin Bosworth has advised me on financial matters for at least eleven years. I had very little experience of investments but Harwin has always been very conscientious and infinitely patient, ensuring I understood the terminology and implications. Under his guidance, I opened a life policy to provide for my children upon my death and my modest savings have steadily increased in value whilst invested in stocks and shares under the ISA umbrella.

Harwin also arranged for me to invest a specific sum for my three grandchildren, this fund pays a dividend if the FTSE lower closing level rises above the rate on the day the fund was opened. I had no knowledge of this type of investment but am more than satisfied with the increase in value.

I have been very satisfied with Harwin’s advice and his support has enabled me to feel far more confident about making the right decision for my financial future. Every year Harwin reviews my financial situation and is fully aware I prefer not to take risks but follow a cautious approach to my investments.

Mrs J Elias
Saxmundham
Investments

We have taken financial advice on investments and pension products for over 5 years from Harwin Bosworth. During this time he has listened to our concerns and has offered us choices to reflect our particular needs coupled with well-researched advice. We anticipate a beneficial long-term financial relationship

A & K Piatkowski
Harrogate
Investments

I was introduced to Harwin in 1998 when he was working at a local firm. Since that time, Harwin guided my father and I through difficult financial times giving sound, sensible and unbiased advice on many aspects of monetary matters.

In 2005, he invested a lump sum for me and after only a year, the investment made a healthy return. In 2014 Harwin sought a new mortgage deal for me which saved me approximately £1,200 per year.

He is a trustworthy, focused and well established financial adviser who has a deep knowledge and understanding of the current financial market, which enables him to seek and find the best deal for his customers.

Alona Baird
Harrogate
Investments

We have been impressed by the personal service you have offered and the products recommended which we feel has given us a good tax efficient outcome.

We found the experience of great benefit and would recommend your services to anyone who requires financial advice.

 

 

A & A Wright
Harrogate
Investments

My relationship with Harwin goes back several years. Over the years I feel he has always given sound advice, no more so than during the last recession when my funds fared better than most due to his guidance and expertise. I would not hesitate to recommend his services.

 

 

Mr G. Hindmarsh
Harrogate
Investments

“We are writing this letter with grateful thanks to Mr Harwin Charles Bosworth who for the last 9 months approximately has been working flat out to trace a pension we were mis-advised about. His diligence and commitment to this project have been second to none. He achieved a substantial sum of money that we thought we would never see again.

We are eternally grateful for his help in this matter and his advice with regard to the investment of this money. We will look forward to his advice and guidance in the future and will be recommending this gentleman and his Company to anyone who requires financial advice

Geoff & Babs Isaacs
Kippax
Pensions

Mr Harwin Bosworth secured me a personal pension monthly payment of nearly double the amount of the original sums I was offered by my former employer’s scheme.

I am extremely grateful for the prompt and professional service given to me by Harwin

Mr B. Dalton
Ripon
Pensions