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This website is aimed at UK residents only
“We work with you to help
secure a financially balanced life style”
We provide a comprehensive range of advice,
covering such areas as …
Whilst you can do a certain amount of research yourself, (if you have the time and a reasonable understanding of your areas of need) referral to a flowchart or advertisement is very different to being able to use the considerable expertise of an experienced Adviser who can look at the whole market to find the right solution. We always listen intently to what you say and we proceed to deliver the solution you require – it’s what we do as a matter of course and in good faith, always.
We are pleased to offer appointments at a time and place to suit you and our initial discussions with you will be without charge. Any fees that may become available if we act in arranging business on your behalf will be discussed with you at the outset and will be provided in writing before you decide whether or not you wish to proceed. We care for your best interests and are pleased to inform you that we work at your convenience and within your timescale not ours – you will always be in control and no recommendations will be made by us unless they fully provide a suitable solution for you.
We can also offer various other services, such as buildings and contents insurance, specialist insurances often in association with industry partners, as and when they are available. If there is any area in which you need assistance, please call us. We can often provide all the help you need to find the right solution – you simply need to ask and we’ll get onto it without delay. On the odd occasion where we can’t directly assist, one of our industry partners may well be able to do so. One telephone call is often all it takes!
Keri Harvey trading as Dragon Financial Services, is an appointed representative of the On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority. Think carefully about securing other debts against your home. Your home may be repossessed if you do not keep repayments on a mortgage or any other debt secured against it.
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