Sam Harvey

Independent Financial Adviser

07526 470683


Diploma in Regulated Financial Planning , Certificate in Mortgage Advice , Certificate in Pension Transfer Advice

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.

Spotlight questions

If I could be any fictional character, I would be:

James Bond

The three qualities that draw me to new people are:

Sense of humour, selfless, honest

The three small things that make my day better are:

My girlfriend Katie, morning coffee, lunchtime walks