At Harvey Spencer Financial Planning our aim is to create a bespoke solution for our business and private clients’ needs across the full range of financial services specialisms. We update you regularly and realign the plan where necessary.
Our mission is to provide the TLC that you, your family, and your money deserve.
I have over 22 years’ experience in delivering financial planning and advice to numerous business and private clients. I am an independent financial services planner which means I can search for the best tailored solution on a bespoke basis for all my clients’ needs from any provider on the financial product market.
My goal with every client is to provide a complete range of services in a holistic way to allow them to make their money become their servant to a future of their choosing. We sit down together and assess what the future financial needs are then tailor a plan to achieve them. I meet regularly with them to track the financial progress we are making and check that the goals they set remain the same in a changing world.
I am passionate about what I do and find the complexities of the financial planning sector infinitely challenging, interesting, but also fun. I am constantly undertaking continued professional development and knowledge through seminars, courses and examinations. I am an associate member of SOLLA (Society of Later Life Advisers) which allows me to work with Professional attorneys, Deputies and trustees to help clients make clear and informed decisions about their later life needs and financial planning. My solutions use tax efficient schemes approved by HMRC - unlike certain high profile comedians..
Since my first Engineering degree I have moved onto what I term ‘ Financial Engineering’, in a positive sense. There are always so many factors and scenarios in play in a constantly changing environment. Taxation legislation, morbidity, risk levels and my ongoing review relationship with the client ensure the solutions that we implement are constantly ‘fit for purpose’ as their own situations change.
By holding in-depth knowledge of estate planning, tax, pensions and investment markets, this ensures that my clients can benefit from working with me whatever their specific needs might be.
I wind down personally by spending time with my family, doing the ‘dad ‘ thing of taxi runs and school support and also supporting my local community through the role of treasurer for the Pilsely Village Fete Group. My life would never be complete without time on my bike riding around Derbyshire at any free moment and recently I completed the London to Paris ride to raise money for Alzheimer’s UK. A big thank you to all of you who have supported me in this regard.
|Last online||22nd Oct 2018|
|Member since||15th Jan 2014|
|Number of testimonials||0|