Harrison Smith

DipPFS

As the Managing Director of Azalea Wealth Management, Harrison is passionate about providing tailored financial advice to individuals and businesses alike.

About

His approach goes beyond simply discussing financial products like retirement plans, investments and protection. Instead, Harrison places a strong emphasis on understanding his clients' individual objectives, needs and goals, recognising that each person's situation is unique and personal. With an understanding of the principles of running a business, Harrison is committed to being a trusted Partner for his clients throughout their entire financial journey, building strong and lasting relationships along the way. As a valued board member of the Hartlepool Business Forum, Harrison is a strong advocate for and supporter of private businesses within the region.

While dedicated to his clients, he also believes in strengthening connections within the business community – sometimes even on the golf course!

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Testimonials

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Atom Financial has experienced substantial growth and Harrison has been there to support this from almost  day one. His attention to detail, consistency in approach and ability to always be there when we need him is something we have never experienced before from a Financial Adviser. We look forw...

Matthew Fannan| Co-Owner & Director, Stockton

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Azalea Wealth Management is a trading name of Azalea Wealth Management Ltd. Azalea Wealth Management Ltd is registered in England and Wales, Number 16206737. Registered Office: Office 210, Hub One The Innovation Centre, Queens Meadow Business Park, Hartlepool, TS25 5TG.