Independent Financial Advisor (IFA) in Christchurch, Dorset

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Harvard Financial Management are independent financial advisers based in Christchurch, Dorset. As pension specialists we are able to advise you on all aspects of retirement planning, pension provision, reviewing your current pension plans plus advising on Pension Drawdown and Annuities.

Our guiding principle is that every client is different, with individual requirements. We place your needs at the centre of everything we do and work with you to create an individually tailored solution giving you confidence that your financial aims and objectives will be achieved, whatever they may be.

We were established in 1996 and consist of a team with many years experience in the pensions and investment industry. We embrace technology and aim to utilise the best on line systems available to provide you with a second to none service.

We provide independent advice across all aspects of personal and corporate financial planning but typically find ourselves particularly active in the following areas:

Please visit our website where you can find out more about a variety of aspects of personal and corporate financial planning at http://www.harvardpensions.co.uk.

We pride ourselves on meeting your needs, by ensuring that we understand your circumstances and requirements, before we make any recommendations or suggestions.

We are authorised and regulated directly with The Financial Services Authority, so we are totally independent financial advisers.

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