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Make your financial goals reachable with personalized financial planning.
Build and manage your wealth well with personalized plans.
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In 1972, Nigel Porter started what was then known as Porter Purbrick, an independent accounting, and auditing firm. Since then, the initial accounting practice has grown and evolved into a niche financial services form, known as the Harvard House Group.
We understand your need for financial integrity.
The Harvard House approach to investing is built on a sustainable growing income stream. This leads to income protection in times of market volatility. This philosophy, combined with one of the best value for money fee structures available in the market for financial advice and active asset management, is a major client benefit.
Harvard House is committed to continued quality. Part of how we achieve this is by regular training both individually and corporately. This leads to some of the broadest and detailed knowledge on a host of topics related to the management of finances, equipping staff to deal with a fast changing environment.
The most important attribute of a financial services company is integrity. If we are dealing with your money, you need to trust us. Harvard House has over 50 years of history servicing a small community and our integrity is our hardest won, but most valued, attribute. It infuses every business decision we make and every staff member we employ.
The core of our Financial Planners earnings is via salary although they can enhance their earnings by onboarding and retaining clients. This leads to a mindset where the quality of advice entrenches the longevity of the relationship and trust. This is evident through every client interaction. Not only does this meet the letter of the Treat Customer Fairly ideal of the legislators but also the spirit.
Often clients get piecemeal advice on just one aspect of the situation. This can leave them vulnerable to ‘unintended consequences’. Harvard House’s team approach allows for collaboration, rather than competition, resulting in a client solution which has taken into account multiple aspects and implications.
Our values include Caring, Loyalty, Transparency, and Clarity and they are not just words on a piece of paper but we live them every day. One of the greatest testaments to this fact is comments from our suppliers who continually comment on the manner we engage and conduct ourselves. As wise King Solomon wrote, “A beautiful reputation is more to be desired than great riches, and to be esteemed by others is more honorable than to own immense investments.”
Our current staff complement is made up of Chartered Accountants, Lawyers, Masters in Economics, Certified Financial Planning professionals and numerous other undergraduate degrees. In addition, decades of experience all feeds into a team approach that ultimately benefits clients.
In a modern profit-driven world business are often more focused on the bottom line than service delivery. Harvard House pursues effect client solutions at exceptional value for money where the outcome is as important as revenue.