Welcome to K F Harty Financial Management

Everyone has questions and concerns about their money and there is a lot of confusion out there.

Questions such as Can I get a mortgage or remortgage? When should I start a pension or am I too late? I have a pension but I don’t know how it’s doing? What about my investments, am I taking too much risk with my capital? How are my ISA funds doing? How can I protect my family and safeguard their future. What about Inheritance Tax, and how do I afford it all?

We offer a no obligation financial review service and we’ll explain all the jargon clearly so you can ask as many questions as you like on areas such as the following or any other financial concerns you may have.

• Investments
• Pensions and Retirement Planning
• Mortgages
• Protection – including mortgage, family and business protection
• Equity Release
• Trusts and Gifts
• Long Term Care

K F Harty Financial Management is based on the edge of the beautiful Gower peninsula near Swansea. Barry Harty, who is the senior director, brings over 30 years of Financial Services experience and has worked with Prudential and AXA Consulting before becoming an IFA.  He has a wide experience of Investments, insurance, finance, and pension planning.