NOT YOUR ORDINARY FINANCIAL ADVISORS?
Well, we're a youthful bunch with personality, and you probably won't catch us sporting a tie. But don't let our relaxed vibe fool you, we take pride in offering top quality services. Our founder, Dan, was at the top of his Economics class, holds a prestigious Masters in Wealth Management from the Chartered Institute for Securities & Investments (CISI), and even contributes to writing the exams for new advisors (yeah, he's kind of a nerd).
We know that we're not everyone's cup of tea. We specialise in providing financial services to a unique group of clients - sportspeople, musicians, creatives, and entrepreneurs. However, we also offer workplace financial advisory services, which may seem like an odd fit, but it's where Dan started out and we don't want to forget our roots.
So we might have started Harvana during the first lockdown (timing wasn't exactly on our side), but our team has plenty of experience in the game. With bases in Norwich, Cambridge, and London, we're able to offer our services to clients throughout the UK.
Our Team
Daniel Harvey
Dan fell into financial services but grew to love it and now has a decade of experience providing financial advice to both individuals and businesses. He also has passion for ‘exciting businesses’, seeing them flourish from an idea to reality, prior to founding Harvana, he established a business that assisted hundreds of employers nationwide in complying with their workplace pension reforms, earning recognition as one of the most innovative companies in the East at VentureFest.
​
But he’s not just a Nerd, outside of work he has a love for traveling and experiencing new things, as well as a particular fondness for the Blues Brothers and classic American cars. In his spare time, he also dedicates himself to coaching tennis for children aged 5 and up, and despite the disappointment it sometimes brings, he proudly supports his hometown football team, Norwich City.
​
It’s his love of business, sport and entertainment which led him to start Harvana in the first lockdown. He saw an opportunity to create a financial services company that would cater to the unique needs of sportspeople, musicians, creatives, and entrepreneurs.
​
Background
Chartered Fellow (CISI)
Masters in Wealth Management (CISI)
Investment Advice Diploma (CISI)
Business Scale Up (Executive Education - Cambridge University Judge Business School)
BSc Economics (University of East Anglia)