Harry Donoghue

Harry Donoghue

The Private Office

Minimum savings/pensions: Over £250,000

0330 038 8940
Based in Maidstone
View location
Top Rated 2025
Verified since: September, 2022
4.8 out of 5

66 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 March 2025

    Harry is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Harry's status

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Harry has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 10 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Harry has not yet added their qualifications to their profile

  • Transparent Fees

    Harry has provided information on their typical fees

    Harry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 40

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Harry

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Harry (based on 40 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 15 March 2025

    Harry is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Harry's status

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Harry has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 10 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Harry has not yet added their qualifications to their profile

  • Transparent Fees

    Harry has provided information on their typical fees

    Harry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 40

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Harry

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Harry (based on 40 first impressions)

I provide bespoke financial advice to private clients across a range of planning areas including investment advice, retirement planning, tax planning and inter-generational planning. I adopt a modern approach to financial planning and am a great believer of utilising lifetime Cashflow Planning; combining solid financial planning principles, robust investment management and the latest technology. This will ensure that all decisions are backed by a detailed financial plan, which leads to evidence-based decisions for my clients’ finances. I have a Degree in Finance and Investment, and a strong background of working with Tax Advantaged Investment Solutions. I joined The Private Office because it embodies the values I believe are vital for top quality financial planning. Working as part of a diverse team, I can bring in a planning specialist if required, to help on a specific complex financial matter. I am a Diploma Qualified Financial Planner and continue to take further qualification within the financial planning and investment profession. I enjoy understanding my clients unique circumstances and objectives, which is key to create a personal, bespoke financial plan. I enjoy working with clients to explore their goals, which could range from retiring earlier than planned, to building up a pot of money for the benefit of future generations. As a planning led adviser, I always aim to take a step back and fully explore my clients wants and needs before investigating how their finances can facilitate this. I then help clients manage their financial plan, and their finances so they can focus on enjoying the things that matter in their life.

Offers available through VouchedFor

Contact Harry through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Harry's clients

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