Dedicated & Professional
Welcome to The Harvest Partnership Ltd. We are Independent Financial Advisers who take pride in delivering quality, tailored financial advice to our wide range of unique client requirements. Be it individual or charity purposes, we deploy rigorously proven strategies tailored to each client’s circumstance. We utilise investment strategies appropriate to the individual needs of our clients.
The Harvest Partnership Ltd are professional Independent Financial Advisers and our goal is to support our clients by submitting the best opportunities available to them. With no tie to a specific bank, platform or product. We aim to put you in an informed position, allowing you to make the best decision regarding your financial situation.
Our strengths and expertise are found in our thorough understanding of financial investments gained over many years. Our wealth of experience is evident in the solutions we find to financial objectives. Our client’s primary goals are to meet specific financial objectives. We recognise individuals need Independent Financial Advisers to provide clear and quality advice.
At The Harvest Partnership Ltd you will find a dedicated and experienced team who will take you through the financial advice process in a friendly, caring and professional manner. Delivering the highest standards of ongoing service and attention to detail.
The Harvest Partnership Ltd is committed to the provision and delivery of quality Independent Financial Advice in the most professional manner.
Our Independent Financial Advisers will only use investment strategies which we believe to be appropriate for a particular client and will best serve their interests. Case conferences often occur in the quest to ensure our advice is robust from every perspective. Wherever practicable, investment income is delivered by means of traditional dividend yield, thus improving the resilience of portfolios.
Whether you have a lump sum to invest as part of an investment planning and savings strategy for income and growth, or perhaps you are in need of pension advice and your pension funds are in need of review, our Independent Financial Advisers can offer professional, non-biased advice and implement that advice in the most effective way, with care and attention throughout.
As Independent Financial Advisers, our aim is to provide clients with the best outcome possible.
At The Harvest Partnership Ltd, you will find a dedicated and experienced team with many decades of experience, dedicated to the delivery of quality financial advice. Each individual within our company is a committed team member and understands the importance of our client/adviser relationships, identifying personalised solutions to ensure our clients achieve their financial objectives.
Our staff are here to help.
You can contact them on our client freephone number 0800 276 1066.
Alternatively, please use our enquiry form on our Contact Us page.
Managing DirectorSend Email
Managing Director and co-founder of The Harvest Partnership Ltd; John has over 33 years’ experience within the world of Professional Financial Services. Highly engaged within the company and sector, John has brought traditional investment values into the Independent Financial Advice arena. Under John’s direction, The Harvest Partnership Ltd has flourished with the development of investment strategies that are second-to-none and which are extremely valuable to those clients seeking income and growth from their portfolios. John's experience now spans several economic cycles and this experience is woven into every recommendation that the company provides.
John is the proud owner of a 1967 Routemaster bus, still in Metroline livery, complete with route 390 destination blinds.
Company SecretarySend Email
Company Secretary and co-founder of The Harvest Partnership Ltd. Beth graduated from Central State University in Edmond, Oklahoma, Beth's early career was as an educator in the field of special needs education before her involvement in a Christian mission with Youth With A Mission (YWAM), spending time in the former Eastern Bloc countries of Czechoslovakia, East Germany and the Soviet Union itself. Beth has been our Company Secretary since the launch of The Harvest Partnership Ltd in 1995. Beth brings meticulous attention to detail and an abiding faith to every aspect of her role.
Beth grew up in Kansas, USA. The youngest daughter of a Baptist minister, Beth was affectionately known to her childhood friends as 'PK' or Preacher's Kid.
Financial AdvisorSend Email
Financial Adviser Daniel joined The Harvest Partnership Ltd in 2014. Following the completion of his Degree in Politics, Philosophy and Economics, Daniel gained his Diploma in Financial Advice. He has always had a strong interest in the world of finance. Daniel is extremely client-focused and constantly strives to improve service levels. He listens carefully to clients so that he may find the best solution to their needs. Working from a Yorkshire office, Daniel regularly travels to meet clients Nationwide.
Daniel is avid follower of Rugby Union and also an avid gym-goer. Daniel is always happy to talk about sport: be it the Rugby World Cup or the local Tiddlywinks Tournament.
Office ManagerSend Email
Gretchen joined the team in 2014, and is Office Manager of The Harvest Partnership Ltd's Bromley office. Gretchen, a native of Georgia, USA, is passionate about world cultures and linguistics, studying at universities in Alabama, New Mexico and Spain where she earned her B.A. and M.A in French and Spanish. Gretchen has a background of nearly 20 years teaching Spanish and French in the US, and taught English whilst living in Italy. Gretchen has adapted seamlessly into her new career within financial services having gained her Diploma in Financial Advice., In addition, drawing upon management skills gained as Faculty Department Head in the United States.
Now a Permanent Resident, Gretchen enjoys exploring the English countryside with her beloved West Highland Terriers, Lily & Max.
Paraplanner at the Broadstairs office, Michelle joined the team in 2015 and brought a wealth of experience in the financial services sector. Qualified to Level 4 with the Institute of Financial Services, Michelle's principle role involves research, writing suitability reports, assisting with business processing and general matters arising on both new and existing business. In addition, Michelle has taken on an oversight role in general compliance issues across The Harvest Partnership Ltd, drawing upon managerial experience gained with a leading building society.
Michelle's hobbies include reading, gym and TV, but not necessarily in that order. Living in a village close to Margate, Michelle enjoys the living near the beautiful Kent coast line.
Julia has 20 years' experience in financial services administration. She has enhanced her knowledge by completing the Chartered Insurance Institute Award in Financial Administration (CF1 and FA1). Having previously worked for other well-established local Independent Financial Advisers, Julia has experience in administering a vast array of financial products and prides herself in providing personal and professional customer service. Julia joined The Harvest Partnership Ltd in 2017.
Outside of work, Julia has been an active member of the Thanet Roadrunners Athletic Club for nearly eight years, during which time she has completed seven full marathons in aid of charities close to her heart.
Dana works as part of The Harvest Partnership Ltd team in Bromley. Working in a complex role managing administrative duties as well as implementing new systems within the company. Dana is working towards achieving her Diploma in Financial Advice in order to support her current duties. Originally hailing from the Slovak Republic, Dana’s English is outstanding, having previously worked as an official interpreter with many years’ experience.
Dana is an enthusiastic West Highland White Terrier owner. Her terrier Alfie keeps her busy and is a constant reminder that daily walks help maintain a healthy lifestyle. Incidentally, Dana’s name is pronounced ‘Danna’ as in ‘Tanner’.
Luke was welcomed to the company in 2019. A remarkable candidate for the role he has undertaken at The Harvest Partnership Ltd Bromley office. Working towards his Diploma in Financial Advice, Luke is currently working alongside John Morris and Daniel Cornish to gain more experience and knowledge to enable his progression to a Junior Financial Adviser. Previously studying at the University of East Anglia, Luke has completed an MA in International Security and a BSc in Economics. Luke has always taken a keen interest in Financial Services, during his part-time role at his university Student Union Bar, Luke discovered he held a passion for providing exemplary customer service and decided that this is where his future would lie.
Luke likes to travel and has visited five out of the seven continents. Luke intends to continue travelling, with plans to visit South America next.
Financial AdviserSend Email
Working from the Broadstairs Office, Terri is an extremely skilled Financial Adviser for The Harvest Partnership Ltd. Joining the company in 2017, Terri’s enthusiasm to support the team is exemplary. Meticulously detailed in her work, Terri undertakes report research, writing suitability reports, assisting with business processing and additional matters with new and existing business.
A keen reader, Terri enjoys various genres of novels and can always offer a recommendation for a new read.
Over the years it has been our privilege to help a great many people get the best from their investments and pensions. We invite our clients to express their experience with the service they have received. Reproduced below is the text of three of these communications.
Words cannot express my deep gratitude for the kindness you all showed me at what was possibly the most difficult time of my life.
From your most consummate professional attitude whilst dealing with my financial needs, to your approach on a personal level, was second to none. Coming into your office and dealing with you on the phone was like dealing with members of my family. You are all delightful people and should be very proud of the job you’re doing.
I will have no hesitation in recommending the services of The Harvest Partnership Ltd in the future.
Mrs J, Kent
My financial and investment affairs, and those of my family have been guided and managed by The Harvest Partnership Ltd since the firm’s inception.
All who work there are friendly, helpful and knowledgeable. The advice offered has always been sound, based on my requirements, and is firmly rooted in the moral principles and values of the Company.
Mr S, Lancashire
Thank you so very much for the kindness shown to me during my recent bereavement.
Now that I’m on my own, I depend on the investment advice your firm continues to provide, with the same professionalism that I have come to expect over the years that you looked after my husband and myself.
My very best wishes to you all at The Harvest Partnership Ltd.
Mrs H, Surrey