Daniel Harvey

Wealth Manager


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 his cohort. 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, The Pension Counter, and is responsible for supporting our corporate clients.

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:

Dan Young Enterprise even smaller


BSc. (hons) Economics (UEA)

Level 4 Investment Advice Diploma (CISI/BPP)

Level 5 Investment Advice Diploma (CISI/BPP)