Our core purpose is to assist clients with their financial planning requirements, to treat them fairly and to give them the best chance of investment success.
We aim to do this, not by making better investments, but by making them better ‘investors’.
We combine expertise, experience and a passion for client care, together with cutting edge, innovative and insightful technology.
Oughtred Harrison Financial Services is a trading style of OHFS Limited. We are entered on the Financial Services Register No. 209047
The Financial Conduct Authority does not regulate taxation and trust advice.
The guidance and/or advice contained within this website is subject to UK regulatory regime and is
therefore primarily targeted at customers in the UK.
OHFS Limited cannot be held responsible for the content of external websites referenced on this website.
Corporate 'Chartered Financial Planners' status allows us to demonstrate our professional commitment to raising standards of knowledge, capability and ethical practice.
As a Chartered firm we must ensure staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. Our staff must also work in an ethical manner that places clients' interests at the heart of the advice they give.
With only 700 firms of 'Chartered Financial Planners', it remains an exclusive and valuable, yet increasingly popular distinction. It carries weight with other professional firms and distinguishes planners from their competitors and peers and we are very proud of this status.
Genuine professionalism has never been so valued - or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today's "gold standard" of excellence and integrity.