The Wealth Management requirements of High Net Worth clients are naturally complex.
High Net Worth clients are likely to be multi-advised by several investment and professional service advisors, each with a different mandate and area of expertise.
A lack of collaboration between advisors and conflicting advice can lead to difficulties in developing one coherent over-arching plan, to ensure your assets are protected and managed efficiently.
At Harvest we understand that a partner firm that provides a skilled advanced planning team, with a breadth and depth of expertise, can be a tremendous help in guiding you toward solutions that meet your unique needs.
Our Wealth Management Concierge Service places us firmly in your corner.
Provided on an annual fee basis, with no requirement for the investment of assets, we apply a multidisciplinary team approach that has a proven track record in improving our clients’ financial circumstances.
Harvest will employ a truly holistic approach to protecting your wealth, with a structured approach that includes a review of your existing assets to ensure they match your financial objectives. To achieve this, we act as the primary interface with all third parties, from fund managers to legal and tax advisers.
The Concierge Service is available to clients with assets in excess of €5m.
We are here to help with Impartial Wealth Management Advice . If you have any questions regarding our Concierge Service, contact Harvest on 01 237 5500 or email firstname.lastname@example.org and we will be happy to assist.
Since its establishment in 1993, Harvest Financial Services Ltd (‘Harvest’) has grown to be one of Ireland’s leading financial advisory firms helping meet the needs and objectives of our 1,500 clients through the provision of retirement planning, financial planning and investment advice.
Our business model focuses completely on our client needs and much of our growth has been generated from referrals, from both existing clients and other professional firms. As primarily a fee-based advisory firm, cost transparency is at the core of everything we do. We oversee approximately €1 billion assets on behalf of our clients who are pension funds, private individuals, corporations and charities.
Our 50 highly qualified staff are committed to investing their time in ongoing training and development and this has been a vital component for the continued success of Harvest in delivering a best in class advice service to our clients. This has been recognised at the Irish Pension Awards where we have been awarded Independent Pension Advisor of the Year in 2015, 2016 & 2017 and Pension Broker/Financial Advisor of the Year 2021.
In 2018 Harvest were awarded Investment Broker of the Year at the LPI Awards and Pension Broker / Financial Advisor of the Year at the Irish Pensions Awards.
This marketing information has been provided for discussion purposes only.