Daniel Harvey

Founder at Harvana
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Norwich Area, United Kingdom, UK

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Credentials

  • Chartered FCSI
    The Chartered Institute for Securities & Investment (The CISI)
  • Chartered MCSI
    The Chartered Institute for Securities & Investment (The CISI)
  • Chartered Wealth Manager
    The Chartered Institute for Securities & Investment (The CISI)

Experience

  • Harvana
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Founder
      • Sep 2020 - Present

  • Cambridge Norwich Tech Corridor
    • United Kingdom
    • Non-profit Organizations
    • 1 - 100 Employee
    • Ambassador
      • Sep 2019 - Present

  • Chadwicks Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Head of Special Projects
      • Jan 2018 - Aug 2020

    • Chartered Wealth Manager
      • Jan 2014 - Aug 2020

      At Chadwick's I work closely with Individual and Corporate clients to help them achieve their financial goals and objectives. To date I have provided advice services to ambitious SME's through to Workplace Employee Benefits and Corporate Protection solutions for established businesses with upto 2000 employees. Alongside this I advise private clients on services including but not limited to; Retirement Planning, Investment Management, Tax Planning and Estate Planning.

  • Chadwicks Enterprise
    • United Kingdom
    • Financial Services
    • Head of Enterprise
      • Jan 2016 - Aug 2020

      Starting as thepensioncounter, we setup to help businesses, payroll providers and accountants across the country comply with their Workplace Pensions requirements. Since then we have evolved and now make financial services one less thing to worry about for Exciting, High Growth and Ambitious businesses and their employees. Starting as thepensioncounter, we setup to help businesses, payroll providers and accountants across the country comply with their Workplace Pensions requirements. Since then we have evolved and now make financial services one less thing to worry about for Exciting, High Growth and Ambitious businesses and their employees.

  • Dunelm
    • United Kingdom
    • Retail
    • 700 & Above Employee
    • Customer Service Representative
      • Sep 2009 - Jul 2013

  • Redmayne Bentley LLP
    • United Kingdom
    • Financial Services
    • 200 - 300 Employee
    • Summer Intern
      • Jul 2012 - Sep 2012

  • University of East Anglia
    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Research Assistant
      • Jul 2012 - Sep 2012

Education

  • Cambridge Judge Business School
    Executive Education, Business Scale Up Programme
    2019 -
  • Chartered Institute for Securities & Investment
    Level 7 Diploma in Wealth Management, Wealth Management
    2016 - 2018
  • University of East Anglia
    Bachelor of Science (BSc), Economics
    2010 - 2013
  • Chartered Institute for Securities & Investment
    Level 5 Investment Advice Diploma - Private Client Advice
    2014 - 2014
  • Chartered Institute for Securities & Investment
    Level 4 Investment Advice Diploma
    2013 - 2014
  • Thorpe St Andrew Sixth Form
    2008 - 2010
  • Thorpe St Andrew High School
    2003 - 2008

Community

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