If your business has ceased to provide financial advice due to the prohibitive costs and regulations involved, Harvey Curtis Associates can fill the gap left. We'll provide financial advice services either by appointment at your offices, our office or at your clients' homes or premises, depending on your particular needs. Whatever you choose, we'll keep you fully in touch with our consultants' discussions with your clients (subject to data protection regulations), so both you and they can make informed decisions. For more details about our service, simply use the more info button below.
Technical SupportKeeping you and your clients in touch with changing opportunities is key to building a prosperous financial advice business. Harvey Curtis Associates offers powerful marketing support designed to keep your clients informed and grow your business.
HCA was originally founded by an established firm of Chartered Accountants. HCA therefore understands the culture inherent within a professional organisation.
HCA will provide you and your clients with full technical assistance with a view to educating and motivating new and existing clients towards better or more suitable financial planning.
Our package includes highly qualified consultants, client presentations, literature and seminars to support you and your client needs.
Areas of particular expertise:
 Retirement Counselling |
Corporate Financial Planning |
Individual Financial Planning |
 Most suitable annuityPhased and income drawdownIncome flexibility |
Employee BenefitsDirector BenefitsKeyperson and Share Protection |
PensionsInvestmentsEstate PlanningMortgages |
Please click to request more information.