Bespoke financial advice
Our Services
At Harvest Associates Ltd, we believe that financial planning should never be one-size-fits-all.
With a team of over 40 highly experienced advisers - each bringing an average of 20 years’ expertise to the table - we provide bespoke financial advice and solutions designed around your personal or business needs.
Whether you’re looking to protect your family, grow your wealth, plan for the future, or safeguard your health, our comprehensive services cover protection, savings and investments, inheritance tax planning, private medical insurance, and a broad range of general insurance options. We take the time to understand your goals and circumstances, delivering clear, tailored advice you can trust at every stage of life.
Protection
Helping to ensure that the death or illness of a keyperson in a business or the breadwinner in a family does not result in financial loss or hardship. We also advise on estate planning to help reduce Inheritance Tax.
Savings and Investments
We can help you get the most from your Savings and Investments and how to achieve your goals using the most suitable method for your circumstances.
Retirement
Helping to make certain that the most suitable retirement plan is used by companies and individuals alike to help ensure that the most suitable level of income is available at the right stage of life.
Mortgages
Buying your home is probably the biggest purchase that you will ever make and we can help you find the mortgage most suited to you.
Corporate Planning
At Harvest Associates we can advise which type of protection is most suitable for your business to protect your hard work.
Inheritance Tax
The increase in house values over the last ten years has resulted in more and more people leaving an Inheritance Tax bill for their children.
Private Medical
Helping to ensure that the death or illness of a keyperson in a business or the breadwinner in a family does not result in financial loss or hardship. We also advise on estate planning to help reduce Inheritance Tax.
Insurance
We can help with all types of insurance, buildings, contents, business and general.
“Expert Financial Advice, tailored to you”
Our advisers have an average of 20 years valuable experience
We are proud of our 100+ 5 star customer reviews
Get in touch
We provide a bespoke service to individuals and businesses on all aspects of financial planning through our team with a wealth of experience in financial services.
We look forward to hearing from you.