How can we help you?

Whether you need financial advice about a specific issue, such as how to plan for retirement or manage a portfolio of investments, or you want to take more control of your future through your own financial life plan — we bring all this sharply into focus.

Absolute clarity about what we want from our financial lives and how to achieve this gives us all confidence to enjoy life and embrace whatever the future may bring.

Harvey Curtis works with you to achieve this clarity and implements financial strategies to meet your requirements.

While our experience and technical expertise covers all relevant financial products and planning areas, it’s how we select and combine these that delivers the most value for our clients. This process starts with us asking lots of questions and finding out what’s important to you. We build a 360° view of your financial objectives and create a meaningful plan to achieve your goals using advanced wealth management solutions.

Our business is built on relationships

Our business is built on relationships

We pride ourselves on the quality and strength of the close relationships we develop with our clients. The vast majority of our business comes via referrals from existing clients and in many cases we look after the financial affairs of several family generations.

Clients tell us this is down to our approach. As well as being highly qualified, we take time to truly understand clients’ needs, let them know what to expect from us at every step and deliver excellent service throughout.