Simon Harvey

Simon Harvey Email and Phone Number

Partner and COO @ MHA Wealth
United Kingdom
Simon Harvey's Location
United Kingdom, United Kingdom
Simon Harvey's Contact Details

Simon Harvey work email

Simon Harvey personal email

n/a
About Simon Harvey

Twenty years experience as an investment manager and stockbroker, incuding fifteen years as a senior investment manager at Cave & Sons.Focussed primarily on managing investments for individuals, charities, trusts and pension funds. £100k to £5m.Executive Director and Head of Investment Management at Cave & Sons. Senior member of in-house Investment Committee.BA(Hons) EconomicsFellow of Chartered Securities Institute. Private Client Investment Advice & Management and Investment Management Certificate qualified.

Simon Harvey's Current Company Details
MHA Wealth

Mha Wealth

View
Partner and COO
United Kingdom
Simon Harvey Work Experience Details
  • Mha Wealth
    Partner And Coo
    Mha Wealth
    United Kingdom
  • Mha Caves Wealth
    Chief Executive
    Mha Caves Wealth Apr 2022 - Present
    View
  • Lockgates Properties Ltd
    Director
    Lockgates Properties Ltd Oct 2010 - Present
    Northampton
  • Cave & Sons
    Director
    Cave & Sons May 1996 - Present
    Northampton
    I head up Investment Management team responisble for managing the investments of individual investors, Trusts, Charities, Pension Funds and Comapnies.I manage and advise on investments for Trusts, Charities, individuals, Pension Funds and Companies.I oversee the development and implementation of the firms holistic approach to managing all aspects of it's clients finances under one roof, utilising our in-house chartered financial advisers and investment management expertise.
  • Cave & Sons
    Chief Executive
    Cave & Sons Feb 2019 - Apr 2022
  • Hargreaves Lansdown - Leicester
    Stockbroker
    Hargreaves Lansdown - Leicester Sep 1994 - May 1996

Simon Harvey Skills

Investments Wealth Management Securities Equities Portfolio Management Trusts Estate Planning Asset Managment Inheritance Tax Planning Financial Markets New Business Development

Frequently Asked Questions about Simon Harvey

What company does Simon Harvey work for?

Simon Harvey works for Mha Wealth

What is Simon Harvey's role at the current company?

Simon Harvey's current role is Partner and COO.

What is Simon Harvey's email address?

Simon Harvey's email address is sh****@****s.co.uk

What skills is Simon Harvey known for?

Simon Harvey has skills like Investments, Wealth Management, Securities, Equities, Portfolio Management, Trusts, Estate Planning, Asset Managment, Inheritance Tax Planning, Financial Markets, New Business Development.

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