Stephen Harvey

Stephen was a Director of Pointon York from 1981 – 1999 and a Director of Pole Arnold Ltd and Stoughton House Trustees Ltd from 1999 - 2002. He was a committee member of the Association of Pensioneer Trustees from 1995 – 1998 and the SIPP Provider Group from 1992 – 1995. Stephen specialises particularly in Director and Partnership financial planning, but also advises on employee benefits, investment portfolios and protection cover and has been an Independent Financial Adviser for 25 years. Director of Numerica Trustee company 2002-2005. Passed CII savings and investment exam 2003.

 

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Stephen Harvey

Position
Director

Qualifications
FPC, AFPC - G60 (Savings & Investments)

Department
Vantis Financial Management