Harvey Spencer Financial Planning

Independent Financial Adviser  Harvey Spencer House, Derbyshire, Chesterfield, S45 8JB
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FCA authorised
Last authorised 13th September 2021
Harvey Spencer Financial Planning - we can hep you plan with foresight rather than regret with hindsight.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Mark Tennant DipFA
Principal Financial Planner
About us

Harvey Spencer Financial Planning offers bespoke financial planning for private individuals and business owners. Working in partnership with clients to create a financial plan that is fit for purpose for the unique needs of the individual or business. Ongoing reviews of the financial plan ensures that our clients are fully engaged at all times allowing their expectations to be professionally guided according to their own investment remit.

Our services

Protecting what you have built up over your lifetime can be daunting, our mantra is to help you achieve that.

Bespoke Financial Planning for private clients and business owners who either have, or would like to achieve financial independence.

Planning that will maintain that independence for you and your families' future.

Harvey Spencer Financial Planning.

Planning that provides the TLC that you, your family, and your money deserve.

Specialities: Pre and Post Retirement, Pension Decumulation Income Options, Estate and Tax Planning, Tax Efficient Profit Extraction, Long Term Care, Trustee Investments, Personal Injury Trusts

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Harvey Spencer House, Granby Close, Pilsley, Derbyshire, Chesterfield, S45 8JB

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