I am committed to continually enhancing my skills to provide you an ongoing exemplary service.

Daniel Harvey

Wealth Manager

 CEO thepensioncounter

Daniel graduated from UEA with a Starred First Class Honours degree in Economics before joining us in January 2014. During his degree course he received the Distinguished Performance Award for all three years of study, completing each year top out of all his fellow students. He strives to continue this high performance into the future and is currently studying for his Masters in Wealth Management.

 

Daniel heads the project team for our Automatic Enrolment proposition, thepensioncounter. 

Outside work Daniel undertakes voluntary tennis coaching for children aged 5-16 and enjoys going to support Norwich City. He is also a Young Enterprise Mentor for a group developing a taxi fare sharing app:

Contact Details

daniel.harvey@chadwicks.co.uk

T 01603 597708

Qualifications

BSc. (hons) Economics (UEA)

Level 4 Investment Advice Diploma (CISI/BPP)

Level 5 Investment Advice Diploma (CISI/BPP)

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Chadwicks Limited is registered in England no:3292960.
Registered address: The Studio, Wattle Cottage, Mangreen, Norwich, NR14 8DD
 

Where you have a compliant or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk