Wealth Management Advice
At Harvest we offer wealth management advice to individuals, charities, corporate partnerships and businesses, which is specifically designed around their individual circumstances.
Your Harvest advisor will take the time to get to know you and your requirements, offering sound and trustworthy financial advice that adapts as your needs change over time.
When it comes to the provision of investment advice we do not believe in complicating matters. We want our clients to see us as their trusted advisor in all aspects of their financial affairs.
Your best interests remain our priority. With no ties to major institutions or banks, we are firmly in your corner. Getting to know you and your needs is the first step of our process.
By using plain language, we aim to keep communications simple and concise to make sure that you clearly understand our proposals and recommendations. Our focus is on transparency and keeping you meaningfully informed throughout.
By working closely with you and establishing your attitude to risk and reward, based on an assessment and analysis of the information you provide, your Harvest advisor will propose an asset allocation to meet your investment needs and objectives.
What level of risk are you comfortable with?
Every investor’s needs and circumstances are different. Your Harvest advisor’s ability to provide you with advice suitable to your circumstances is dependent on our knowledge of your financial position, investment needs and objectives, attitude to risk, liquidity, importance of capital security, etc.
Our advice seeks to optimise the investment returns in your portfolio through identifying a suite of investments from our list of recommended funds reflecting your personal circumstances and preferences.
We always consider the long term picture and understand that strategic investment advice relies on timing and patience allied to insight and market intelligence.
Whether you are investing your pension, corporate, personal or charity funds we take the same approach to ensure you have an overall investment portfolio that meets your investment needs and objectives.
Appropriate advice delivering you long term results
The basics of investing never changes – it always come down to risk and reward. At Harvest we want to tilt the balance of risk and reward in your favour through appropriate advice and strategic thinking.
No matter what stage in life you are at, our team of seasoned professional advisors will tailor an asset allocation for your portfolio that optimises investment returns by seeking the highest possible return for the level of risk you are willing to take.
Your Harvest advisor’s experience and insight will guide you through the maze of investment options from our continuously updated list of recommended funds.