Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Harvey had a level 4 Diploma in Financial planning and joined the industry 20 years ago. He has experience from working from working as a Financial Adviser for high street financial institutions before he joined Swann Financial Consultancy.
Harvey believes in understanding the importance of treating all clients as individuals, and ensuring that they are given a personal service that they can count on at all times.
Outside work he enjoys playing badminton to keep fit and spending quality time with his family and friends.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.