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Pension Broker / Financial Advisor of the Year

November 27, 2018
Harvest News
IRISH PENSION AWARDS 2018

Pension Broker/Financial Advisor of the Year 2018

pension broker

Harvest Financial Services Limited is delighted to have received the prestigious award of ‘Pension Broker /Financial Advisor of the Year’ at the Irish Pensions Awards 2018. These awards honour excellence within the Irish Pensions Industry. In their deliberations; the Panel of industry experts acknowledged Harvest’s cost transparency and our advice-led approach to working with our clients to meet their retirement and investment planning needs.

Our Approach to Advising our Clients

Harvest’s approach focuses completely on meeting client needs and much of our success over our 25 years has been generated from referrals from existing clients. Harvest is primarily a fee-based advisory firm and a critical factor in our success is our focus on cost transparency in all our dealings with clients.

We bring considerable expertise to the table in wide-ranging areas of financial advice and retirement planning. From dealing with Excess Fund Tax liabilities, to structuring pensions to avoid the annuity trap on death in service, we have been working with our clients to put in place structures and plans to ensure that they, and their dependants, get the maximum benefit from their pension schemes.

We have no ties to any bank, insurance company or other financial institution. This allows us to provide our clients with unbiased advice and to always keep our client’s interest foremost.

Our areas of Expertise include:

  • Retirement Planning for Company Directors
  • Retirement Planning for the Self-Employed
  • Investment Advisory Services
  • Life and Income Protection
  • Company Pension Schemes
  • Property Investing through Pensions

For transparent, comprehensive financial advice contact Harvest today on 01-2375500 or email justask@harvestfinancial.ie.