Since its establishment in 1993, Harvest has grown to be one of Ireland’s leading Financial Advisory Firms, serving the needs of Private, Corporate and Institutional clients.
We oversee approximately €1 billion worth of assets on behalf of our clients who include Credit Unions, pension funds, corporations and private individuals.
Since 2021, Harvest has sourced structured deposit products for the Credit Union sector.
Our collaborative approach allows Credit Unions to place deposits with new counterparties, tailored to fit individual Credit Union investment requirements and liquidity planning.
Your Financial Planning Journey – How a Financial Advisor works with you
Many people may think financial planning is complex and simply choose to put it off. Others may be confused about where to start.
Financi…
Clients
are often unaware that while assets passing on death between married
couples/civil partners are exempt from Inheritance tax this exemption only
applies in the case of ‘Legal Spouses’ and Civil Partners.
AL…
