Our Firm is Growing
Our firm is growing and we’re excited about it. We are delighted to welcome Ronan Bourke and Caroline Kelly who have recently joined the Client Management team which should free up some internal capacity.
Caroline joined in February 2017 from a stockbroking firm where she advised high net worth individuals on their overall financial planning strategies. She provides advice to individuals in the areas of investments, pensions and protection. She is a Qualified Financial Adviser (QFA), Specialist Investment Adviser (SIA) and Certified Financial Planner (CFP®).
Caroline says of her move to Harvest – “Harvest apply a holistic approach to financial planning with their focus on helping clients achieve their financial goals by protecting and building their wealth. This approach attracted me to Harvest over other more product focused firms. I am looking forward to using my experience as a CFP to help clients seamlessly transition through the different stages of their financial journey with a structured in depth plan in place”.
Ronan joined Harvest in 2015 having previously worked in a large life assurance company and has since become a Qualified Financial Adviser (QFA). His areas of expertise include Small Self Administered Schemes (SSAS), Approved Retirement Funds (ARFs), Risk Profiling, Asset Allocation Design and Personal Wealth Management.
Ronan says “I am excited to move in to an advisory role in Harvest. When a client comes to Harvest for advice I will be deeply invested in providing a personal comprehensive service, rather than just dealing with one specific area of financial planning”.
We would like to wish Caroline and Ronan the best in their new careers.
The majority of the clients we work with come from word-of-mouth. Currently we have the capacity to add a handful of new relationships, so think of us when your friends or family need advice on retirement planning, financial planning and investment advice.