Page 32 - Midlands Info Guide 2024-25

FINANCE
FINANCIAL SERVICES
Harvard House was formed in 1972, initially as an
accounting practice named Porter Purbrick under
founder members Nigel Porter and Ron Purbrick.
The firm developed over the years to cover a large
range of financial services and was ultimately
converted into a multi-disciplinary financial
services group providing a comprehensive
range of financial solutions to clients, including
accounting and tax services, asset management,
short-term insurance broking and financial &
estate planning.
What makes us different?
• Our Investment Philosophy: A multi
award-winning approach to investment that
has proved to be successful for clients for
almost 50 years.
• Salaried Advisory Staff: Our Financial
Planning Consultants are largely salaried
and quality driven, rewards are measured on
the ability to service clients' long-term needs.
Our staff are carefully selected for their
desire to impact lives and build solutions.
Most are highly qualified and experienced.
• Team Approach: Our current staff
complement is made up of Chartered
Accountants, Lawyers, Economists,
Certified Financial Planning professionals
and numerous other undergraduates. In
addition, decades of experience feeds into
a team approach that ultimately results in
quality advice.
• Holistic Approach: 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 taking account
of multiple aspects and implications. The
integrated service also leads to significant
fee savings.
• Value for Money: In a modern profit-driven
world, businesses are often more focused
on the bottom line than on service delivery.
Harvard House pursues effective client
solutions at exceptional value for money
where the outcome is as important as
revenue.
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• Reputation & Sustainability: 50 years
of servicing a small local community with
integrity is seldom found in the financial
services community. We still service some
of the same families that started with the firm
50 years ago. We are also assisting some
of their grandchildren in the management
of their wealth. The firm is a unit not an
individual and the culture permeates the
team. No single individual is greater than the
whole, and this provides ultimate peace of
mind!
Key Services
• Financial Planning: Whether you need
Estate Planning, Investment Planning or
Retirement Planning our team is qualified
and experienced to assist.
• Asset Management: An award-winning
team that can handle your local or foreign
investment portfolio to achieve your long-
term investment goals.
• Tax & Accounting: Harvard House
Chartered Accountants offer a wide range
of services associated with the Chartered
Accounting profession. These services
include accounting, tax advice, planning
and compliance, trust accounting and
administration services.
• Wills & Estates Management and
Administration: A full-time team to assist
in either drafting your Will, planning or
administrating your Estate.
• Short-Term Insurance: Our Short-Term
Insurance team is there to provide help with
Medical Gap cover, Personal Insurance and
Commercial Insurance.
• Personal Secretarial Services: A personal
concierge service that assists elderly clients
to manage their day-to-day affairs.
Harvard House Group already partners with more
than 2000 clients in managing their wealth and
financial needs, isn’t it time you also had peace
of mind?
Editorial supplied by Harvard House