Harvest Associates Avaliações 

169
O TrustScore é 5 de um total de 5

4,9

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

We couldn't thank Joe whitehouse enough ! Having used Joe in a previous house move we made sure we used his services again this time around ! His dedication, professionalism and most importantly... Ver mais

Avaliado com 5 de um total de 5 estrelas

Daniel Martin. Knows his stuff, makes us feel comfortable and confident about our pension funds. His consistent professional approach, combined with his good sense of humour means a good rapport and... Ver mais

Avaliado com 5 de um total de 5 estrelas

Joseph Flanagan helped us recently to secure our remortgage and he has been absolutely flawless. Knowledgable and professional with your best interest at the core of what he does. He kept... Ver mais

Avaliado com 5 de um total de 5 estrelas

Harvest, have taken care of my pension now for five years. And even though I'm drawing from it each month the balance keeps going up year on year. So they are obviously investing in the correct f... Ver mais

Detalhes da empresa

  1. Consultor Financeiro
  2. Agência de seguro de vida

Escrito pela empresa

We provide a bespoke service to individuals and businesses on all aspects of financial planning through our team of over 40 advisers who have an average of 20 years experience in financial services. Our clients are at the forefront of absolutely everything we do. For more information, please visit our websitte - https://www.harvestassociates.co.uk


Informações de contato

4,9

Excelente

O TrustScore é 5 de um total de 5

169 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de pedidos de avaliações

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Como esta empresa usa o Trustpilot

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4,9

Todas as avaliações

(169)

30 avaliações nos últimos 12 meses

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Avaliado com 5 de um total de 5 estrelas

Pension and financial advice

When looking for a company to advise me on moving my works pension into a drawdown pension, I was highly impressed by Harvest Associates.
I have found them to be professional, knowledgeable, informative and friendly. My annual reviews are carried out by Daniel and Natalie in a constructive, efficient and excellent manner. Any queries I have are always sorted promptly, and I am confident in their ability to manage my pension and finances going forward.

1 de dezembro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

pension advice

Daniel and Natalie sorted out pension when I retired. Very good advice given after we spent a while.discussing the options.
Both very quick to answer emails/messages with advice on any queries.
Would recommend Harvest, Daniel and Natatlie very highly.

1 de fevereiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Pensions. Highly recommended

Daniel Martin has been looking after our pension needs for many years now.
He is professional, knowledgeable and his communication is good.
Daniel Is always organised and well prepared, clear and easy to understand.
I wouldn't hesitate in recommending him

1 de fevereiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Harvest and Stephen Noakes helped me get great returns on my pension and enabled me to retire early.

I first met Stephen Noakes in 2019 when he helped me pull my various pension funds into one pot and reinvested them for me. It meant I could retire early. The investment did so well that my wife also did the same a couple of years later. Steve also helped us move things around a bit over time to maximise our returns in a difficult time and the results have once again been great. We get regular contact from Steve, including detailed reports and have daily access to check on our funds should we want to do that. A friend also used Harvest and Steve late last year to sort his pension out and is as pleased as I have been.

1 de fevereiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Pension advice and planning

Daniel Martin has been advising me with my pension for the past few years. I am very pleased with the support and advice provided by himself and Natalie, especially with consolidating my pensions. I would highly recommend Harvest Associates.

31 de janeiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent Advice and help…

Daniel Martin of Harvest Associates has been my Financial Advisor for over 20 years. Throughout that time he has given me excellent independent guidance and advice in both setting up an income stream on my retirement and then providing continuing advice and monitoring of the various financial companies. His knowledge and experience is extensive and I have no hesitation of recommending him.

31 de janeiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I needed financial advise on my Pension options

I needed financial advise on my pension, a subject I wasn't very knowledgeable on so naturally I was nervous as to the advice and support I might receive.
I was really pleased with the support, advice and information my adviser gave me, he had a lot of experience in the subject and took me through all of the detail making sure I understood any risk or benefit along the way in helping me make the right decisions for myself with no pressure from the adviser at any time.

21 de janeiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Honest Sound Advice

Daniel Martin has been my financial advisor for many many years! Reliable, products are always well researched and communicated in an easy to understand manner. Always up front re any costs, risks regarding investments and status of financial markets. Always approachable.

13 de dezembro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Good Honest Advice

Getting good and honest financial advice can be a daunting prospect.

I have dealt with Daniel Martin at Harvest for about 10 years, for various savings and pension investments and couldn't recommend higher. Great knowledge of products, open and honest to market performance, fees etc. Explains in a way so as easy to understand, always answers any queries quickly.
Very punctual on house visits!

30 de janeiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Exceptional Service and Support!

I recently had the pleasure of working with Chris McGarvey to set up my new life insurance, and I cannot express enough how impressed I am with the level of service I received. Chris went above and beyond to make the entire process smooth and stress-free. His friendliness and expertise were evident from the beginning, as he patiently answered all my questions and guided me through the options available.

What stood out the most was Chris’ dedication to ensuring I found the right life insurance policy for my needs. He took the time to understand my situation, provided clear explanations of different policies, and offered valuable insights that helped me make an informed decision. His professionalism and attention to detail were truly commendable.

Throughout the process, Chris maintained excellent communication, keeping me informed at every step and promptly addressing any concerns I had. His friendly demeanor made the experience enjoyable, and I felt confident that I was in good hands.

In an industry where navigating insurance terms can be overwhelming, Chris made the entire experience personalised, transparent, and efficient. I am grateful for his assistance and would highly recommend his services to anyone in need of life insurance. Thank you, Chris, for going the extra mile to help me secure my financial future with confidence!

18 de janeiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

We have been with Paul for over 10…

We have been with Paul for over 10 years and he and his son, Peter, always give us sound advice based on our pension requirements and future needs. We trust the company implicitly and have secured our future funds beyond our anticipation.

18 de janeiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Pension Advice

From the first meeting with Paul, through to my recent review with Paul, Peter and Tom , I have had excellent service and great advice from Harvest , they look after my pension for me , and make it all easier to understand and put it in layman terms for me, an excellent company and would highly recommend Harvest for any financial advice

9 de janeiro de 2024
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Yearly review

Useful open and honest discussions. Peter explained how Trusts were doing in a way I could understand and I know we have to evaluate over several years.
We had useful discussion on other savings and came to an agreement to bide our time and see what interest rates look like next year.

12 de dezembro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Life Insurance

Chris did a fantastic job while reviewing our life insurance policies. Not only did he make it much easier to manage by consolidating them into one provider, he managed to reduce our monthly premium while providing more extensive cover too!
Would highly recommend Chris and Harvest Associates to anyone wanting to secure their family’s future.

30 de novembro de 2023
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Fantastic experience

Chris took care of my life insurance and made the whole process extremely easy. He took the time to get to know me and I now have peace of mind knowing my family will be financially secure even if the worst should happen.
Would recommend Chris and Harvest to anyone.

10 de novembro de 2023
Avaliação não solicitada

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