What our clients say
"Harvey Spencer Financial Services has provided us with sound accurate information on all our investments, regular up to date progress reports, and up and coming options that may suit us better, to make the most of our finances. Mark is very knowledgeable, professional and efficient, yet friendly with it. Mark always answers any of our queries promptly and effectively."
"We wouldn’t hesitate to recommend Mark to our friends and family."
R & A, Lincolnshire, retired medical professional
Mark was recommended to me by a friend whom Mark had helped previously. I am so pleased he did! Having tried ( and failed ) to make sense of the various pension pots I had, Mark came over and within no time was able to offer advice as to how to make the best of what I had. He took time to explain the various options and I didn't feel pressured into making any decisions there and then. He went away and within a week or so had contacted the pension companies and provided me with up to date valuations. Marks help and advice has made it possible for me to receive money I didn't know I had and to retire earlier than expected. I would recommend Mark to anyone who wants a solid, no nonsense guy who does what he does very well!!
Mr NG, Derbyshire, retired works manager
I chose Mark extremely carefully after having had a bad experience with a previous Financial Adviser. My trust in Mark has developed over the past four years and I now rely on him to guide me in all my investment and financial decisions. During more volatile (or less favourable?) market conditions, my rebalanced investment portfolio held its value. Over the past 15 months, my portfolio has returned me around 20% – a combination of Mark’s considerable expertise and favourable market conditions. I am delighted that, with his guidance, I am now substantially wealthier than I was with my previous adviser.
Mrs CS, Derby, self employed professional
"I was looking for a financial advisor to help structure my personal finances in addition to giving me advice on leveraged borrowing, investments and pensions and was recommended Harvey Spencer. Mark Tennant from Harvey Spencer was extremely professional and his knowledge and experience of the financial landscape and right financial products and services to suit our personal situation was invaluable in helping streamline our finances to help free up capital. We received several prudent recommendations as a result of his engagement for investments and insurance cover which I believe has protected and safeguarded our families future. There are many people with access to financial products online that think they have enough knowledge to deal directly with the banks and insurance companies. My advice is don't. Go and take independent financial advice from a reputable company like Harvey Spencer who isn't tied to one bank or financial product and the upfront cost will be repaid many times over.
Martin Parker (Managing Director - Schlemmer U.K)
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.
Protecting what you have built up over your lifetime can be daunting, my 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