
Our belief at Buckland Harvester is that we can provide individuals and businesses with added value services by the provision of professional, co-ordinated and well thought out financial planning.
Services
Financial Services
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Buckland Harvester has many years' experience in the field of capital investment and regular savings plans. We help our clients develop diversified and professionally managed portfolios of investments that are matched to clients' needs and attitude to investment risk. We advise on cash deposits, managed currency funds, fixed interest funds (including government stock and corporate bonds), insurance funds, ISAs, unit trusts, OEICs, investment trusts, offshore investments.The range of investments and number of institutions offering them is bewildering!
Retirement
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Our team has years of experience in helping people make the most out of their retirement capital in order to support chosen lifestyles. With increasing life expectancy combined with a desire to seek early retirement, many people may have several decades in their post-retirement life. With advances in medical science it may not be beyond the realms of possibility that this period could exceed one's working lifetime.
Risk Management
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These are all major subjects in themselves and are consequently only touched upon only in passing. Risk management is an integral part of our insurance approach in the same way that insurance should only be a part of your risk management programme. We will be pleased to give on site advice If required.
Wealth Management
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Wealth management is designed to enable investors to build and preserve capital, provide protection against risk and manage borrowings. An individual's financial affairs are always unique so the aim of wealth management is to provide a personal service over the long term. Buckland Harvester has the expertise to guide you through the ever changing financial world.
Reviews (4)
Karen Hyde
Apr 11, 2022
Micah Kilmer
Nov 24, 2021
FranticFish
Apr 14, 2021
Jason Herbert
May 13, 2018
The team at Buckland is awesome! Not only are their prices fair and competitive, but the personal aspect of their customer service is priceless. I really appreciate how they have my best interests in mind. They value me as a person, and not just my check book. They are involved in the community in many ways and I appreciate that.