Harrison Boar

Areas of expertise

Harrison specialises in providing holistic financial planning advice to private clients and their families. Focused on creating tailored strategies, Harrison helps clients transform career and business success into personal wealth and is typically engaged with a client who is approaching a change of circumstance such as retirement, divorce, the sale of a business, receipt of inheritance or when planning for the next generation. 

In addition, Harrison offers tailored protection planning solutions for small to medium business owners, ensuring they have the right safeguards in place to protect their business, their families, their employees and their own financial futures. 

Experience

Harrison has over 12 years experience of working with private clients and business owners, advising on all aspects of wealth management and planning.  

Prior to joining Evelyn Partners, Harrison worked for a large US wealth manager, advising their UK based high net worth clients. 

Notable client work and achievements

Harrison works closely with other advisers, particularly lawyers, accountants and investment managers across London and East Anglia, to ensure client's matters are managed in a joined-up and complimentary manner. 

Professional qualifications and memberships

Chartered Fellow of the Chartered Institute of Securities and investments (FCSI)