Harbour Documents

Need-For-Risk must drive client decumulation, not attitude

Need-For-Risk must drive client decumulation, not attitude

Need-For-Risk is significantly more crucial to financial security when market volatility, returns and sequencing risk combine as clients move into retirement and onwards to old age.

Harbour Insight

Harbour Insight

Harbour Insight provides insights into Harbour, its capability, user experiences and analysis.

FCA Business Standards

FCA Business Standards

Harbour makes compliance easier and more transparent.

More than a simplistic attitude-to-risk box-ticking tool, Harbour’s design has used the FCA’s COBS9 and SYSC3.2 codes of business as a reference.

We think Harbour is the most intelligent suitability assessment tool out there, but don't take our word for it, see what our users have to say!

Informed Financial Planning

Informed Financial Planning

Using Harbour, I have complete visibility and control of our advice process; risks to our business and reputation are reduced. For any professional multi-adviser financial planning firm that takes its business seriously, I can thoroughly recommend Harbour”.Elaine Baker, Compliance Manager
Informed Financial Planning

SAM Wealth

SAM Wealth

Harbour delivers a consistently accurate output. It’s also something that clients are comfortable with. I cannot speak more highly of Harbour than that!Fiona Stewart, Director and Partner at Strategic Asset Managers Ltd and SAM Wealth LLP

FiveWays Financial Planning

FiveWays Financial Planning

I’ve always been critical of over-simplified risk profilers used in the advice sector. We believe that our suitability compliance is as good as it gets. I strongly recommend Harbour to IFA firms serious about their firm’s service and operational efficiency.Chris Gilchrist, Founder Director
FiveWays Financial Planning

ARIA Capital Management

ARIA Capital Management

As a regulated firm, we demand a robust investor suitability process that goes beyond the basic functions of a simple risk profiler. Today, Harbour is an intrinsic part of ARIA’s proposition to advisers and their clients and has helped our successful expansion offshore. Matt Brittain, Managing Director, ARIA

Mitten Clarke

Mitten Clarke

Harbour gives Mitten Clarke a robust and complete approach for establishing and managing client suitability.Paul Darley, Director
Mitten Clarke Wealth Management


Harbour is about as far removed from box-ticking as one can get.

If you and your firm wish to evolve beyond reliance on risk profiling or wish to explore the benefits of a non-psychometric, multi-dimensional and logical investor suitability solution coupled with insightful MI, then simply email or call +44 (0)1244 911 601.