Sam Harvey
Independent Financial Adviser
Qualifications
At work
Sam has worked in the profession for around 6 years, starting his journey as an admin assistant and working his way up to become a financial adviser in January 2020.
His day to day role involved helping his clients meet their financial goals and objectives by creating tailored financial plans.
At home
Sam used to be a keen sportsman but says he’s swapped that now for rustling up elaborate recipes in the kitchen and sampling Negronis anywhere he can.
He loves to explore new places and reluctantly follows Derby County.