A very warm welcome to you from the staff and
directors of Harvey Curtis Associates Limited

The change of financial advisors
As you may be aware Oaktree Financial Services Ltd was put into the hands of receivers at the end of February 2004. This followed an apparent admission from the main shareholder and director Stephen Higham that he had misappropriated funds from a minority of clients. As a consequence the Financial Services Authority withdrew its authorisation of Oaktree Financial Services Ltd.

Harvey Curtis Associates Limited has now completed the process of acquiring the assets of the firm and will service the customer base of Oaktree Financial services in the future. Policies previously handled by Oaktree that were effected with a recognised company will not be affected in any way by this change. From now on these policies will be serviced by Harvey Curtis Associates Limited. This change of management will not incur any additional fees or charges on your part and the investments will not be affected in any way.

Your security in the future
Whether or not you were financially affected by the misdeeds relating to Oaktree, we suspect that your confidence in the industry may have been shaken. The Financial Services Authority is a body that is dedicated to policing this industry, has strict codes of conduct and has laid down clear categories of authorisation. Oaktree Financial Services had sought authorisation from the FSA to manage client's money, in other words cheques could be made directly payable to the company as part of the process of making investments on behalf of clients. It would seem that these investments were then not placed with the insurer as they should have been.

It has always been the personal views of the directors of Harvey Curtis Associates that a more transparent process of handling clients' funds is preferable. Our clients funds are kept separate and cannot in anyway be confused with those of Harvey Curtis Associates. As a consequence you can write cheques with confidence because we request that you make them payable to the appropriate insurer / investment provider. This enables HCA to provide the sort of reliable, quality service that you expect.

Our service to you
As long as your policy was placed with a recognised insurance company or investment provider your investment will not be affected and you will incur no additional charges. It will be a pleasure for us to administer these policies from now on and to provide independent advice to assist you with the selection, provision and management of investments suitable for your needs.

Our experienced/qualified advisors will be happy to answer any questions that you may have, produce valuations and send any further information on the range of services we provide. Please browse the rest of this site for details. There is a form to contact us whenever you wish.

We look forward to being of service to you