Professional Service |
Advice — not just Products |
Saving Tax |
Regular Contact |
Income the Right Way As far as possible, we aim to arrange portfolios such that Client income is derived from dividend yield. Why is this so important? Quite simply because it is the most reliable and resilent way to deliver lasting benefits to Clients. Over many years, our clients have benefitted from attention to details just like this. It's what makes our advice stand out from the crowd. |
Helpful and Friendly Staff At The Harvest Partnership we encourage a client focused approach to everything we do. That way, we can be sure that our Clients receive the care and attention that they deserve. Because our advice is delivered in writing, there is ample opportunity for discussion before our recommendations are implimented. We are also available to discuss any matters arising. |
Fresh thinking in financial advice...
The Harvest Partnership is dedicated to helping clients achieve their financial objectives. So, whether you have a lump sum to invest for income and growth, or perhaps your pension funds are in need of review, we can offer professional and independent advice and then put that advice into effect in the most effective way.
We recognise that most individuals who need financial advice are often at a loss to know to whom they should turn. At The Harvest Partnership you will find dedicated and experienced professionals who will take you through the whole process in a friendly and caring manner and are always willing to answer your questions. Our job is to put you in an informed position so that you can make a quality decision. Our advice is delivered in writing, usually after a meeting in our Bromley office, and is then discussed at a subsequent meeting. These steps are important as it is only by knowing that we have got to grips with your situation can you be assured that our advice addresses your needs.
THE DELIVERY of quality financial advice, like anything else, requires experience. Our team of seasoned professionals is able to focus their years of experience on your situation. This is expecially important when it comes to reviewing existing investments. Often a portfolio can be dated by its contents and you need the advice of professionals who understand the nuance of investment products so that valuable benefits can be identified and, where appropriate, preserved. 
Tired of being passed a handful of brochures as a poor substitute for sound financial advice? If so, you will find our service very refreshing. We will look at your resources, note your objectives and, after taking account of your individual preferences, devise a strategy that's right for you. After all, if you were building a house, wouldn't you want the architect to visit the site and solicit your views? The process we adopt is similarly refreshingly straight-forward and logical. 
Some tax is voluntary. That's right, you don't have to pay it! But people often end up paying hundreds or even thousands of pounds in tax unnecessarily each year simply becasue they did not receive the right advice in a timely manner. Simple and straightforward action can reduce your tax bill. We can also work in conjunction with your accountants, where necessary, to maximise the benefit. 
Things change and nothing is forever. It is important that your portfolio is reviewed from time to time and timely adjustments made where necessary. We can arrange a review schedule with you so that your portfolio remains up to date and in tune with current market conditions. 