Daniel Harvey

Chartered Wealth Manager

daniel.harvey@chadwicks.co.uk

Daniel graduated from UEA with a Starred First Class Honours degree in Economics before joining Chadwicks in January 2014. During his degree course he received the Distinguished Performance Award for all three years of study, completing each year top of his cohort. He also holds the CISI Level 7 Masters in Wealth Management and is a Chartered Wealth Manager.

Daniel headed the project team for our Automatic Enrolment proposition, The Pension Counter, and is responsible for supporting our corporate clients. He is working with academics at UEA exploring ways better financial education can affect well-being in the workplace.

Outside work Daniel undertakes voluntary tennis coaching for children aged 5-16 and enjoys supporting Norwich City. He is also a Young Enterprise Mentor, a role he has had for several years and that he finds particularly rewarding.

Dan Young Enterprise even smaller

Qualifications

BSc. (hons) Economics (UEA)

Level 4 Investment Advice Diploma (CISI/BPP)

Level 5 Investment Advice Diploma (CISI/BPP)

Level 7 Masters in Wealth Management (CISI/BPP)

Chartered Wealth Manager