The Harvest Partnership

Who we are

The Harvest Partnership Ltd is an independent financial advisory practice established in 1995. We specialise in providing bespoke financial planning and investment services to individuals, charities, public and private trusts, and churches throughout the UK. Our team of experienced professionals prides itself on delivering professional, independent advice based on your unique needs and goals.

Income & Growth Planning

We help you navigate your retirement planning, ensuring you achieve a sustainable income in later life. Our approach focuses on maximizing your potential for growth while mitigating risk. Services include:

• Assessing your existing pension and investment arrangements.
• Developing a tailored plan to generate income through dividends, state pensions, and other sources.
• Implementing strategies to buffer your income during market fluctuations.

Approaching Retirement

We'll guide you through the process of transitioning from active earning to a secure and comfortable retirement. Our expertise includes:

• Reviewing your existing portfolio and identifying potential adjustments.
• Collaborating with you to set achievable financial goals.
• Implementing income generation strategies to create a sustainable post-retirement income.

Early & Mid-Career Planning

We believe financial planning should begin early. Our services can help you:

• Establish essential financial protection measures such as life assurance and critical illness cover.
• Develop a savings and investment strategy aligned with your future goals.
• Optimize your retirement contributions and take advantage of available tax reliefs.

Estate Planning & Inheritance

When dealing with the estate of a loved one, we can help you:

• Identify and value investments within the estate.
• Identify potential assets that may be excluded from Inheritance Tax.
• Provide guidance on navigating the probate process.

Our Approach & Values

At The Harvest Partnership Ltd, we adhere to the highest ethical standards. We work to a fiduciary standard, which means we prioritize your best interests and act with utmost integrity and trust. Our dedication to good client outcomes is evident in our:

• Personalized and tailored financial plans.
• Transparent communication and open documentation.
• Ongoing support and guidance as your needs evolve.