Harvest Financial for Retirement Planning?
Apart from winning the award from the Best Pension Broker for the last 5 times at the Irish Pension Awards, and Investment Broker of the Year 2018 at the LPI Awards, there are plenty of reasons to choose Harvest for your retirement planning. These include: ….
- Financial Advisory Firm, with client centric approach – we are firmly in our clients corner.
- Transparency – we charge fees which are fully disclosed to clients. There are no exit penalties if clients wish to transfer the fund at a later stage.
- Cost Effective – more competitive than traditional insurance company pension structure.
- Security – assets are held in trust on client’s behalf – they are not held on Harvest’s balance sheet.
- Dedicated Client Manager – A dedicated Harvest client manager is appointed to handle each portfolio.
- Highly Regulated – Harvest is one of the most highly regulated financial services companies in Ireland.
- 50 + highly qualified staff,
- Registered Administrator to c. 900 pension schemes.
- QFM to c. 250 Approved Retirement Funds.
- We oversee approximately €1 billion assets on behalf of our clients who are pension funds, private individuals, corporations and charities. (Figure correct as of November 2017)
- Process-driven services built around specialised bespoke I.T. infra-structure.
- Founding Members of Association of Pensioneer Trustees of Ireland and members of the Irish Association of Pension Funds.
