Harvey Spencer Financial Planning

Independent Financial Adviser Harvey Spencer House, Granby Close, Pilsley, Derbyshire, Chesterfield, S45 8JB
FCA verified
17th June 2019
Harvey Spencer Financial Planning - we can hep you plan with foresight rather than regret with hindsight.
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Mortgage protection
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Mark Tennant
Principal Financial Planner
Where to find us

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

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, 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

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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