Alan Harvey Email
Head of Finanical Planning in Glasgow, Chartered Financial Planner @ RBC Brewin Dolphin
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Alan Harvey Location
- Glasgow, GB
Alan Harvey Work
- Head of Finanical Planning in Glasgow, Chartered Financial Planner @ (February 2020 - Present)
- Assistant Director @ (June 2015 - February 2020)
- Chartered Financial Planner @ (December 2004 - May 2015)
- Financial Advisor @ (May 2002 - December 2004)
- Financial Advisor @ Abbey National UK Investments (May 2000 - December 2002)
Alan Harvey Education
- University of Strathclyde
Bachelor's Degree (Geography)
1996-2000 - Lourdes Secondary School 1990-1996
Alan Harvey Skills
- Asset Allocation
- Certified Financial Planner
- Estate Planning
- Executive Protection
- Family Wealth Management
- Fee Based Advice
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Holistic Financial Planning
- Independent Financial Advice
- Inheritance Tax Planning
- Intergenerational Wealth Transfer
- Investment Portfolio Construction
- Investment Strategies
- Investments
- Pensions
- Personal Protection
- Portfolio Management
- Protection
- Retirement Planning
- Self Invested Personal Pensions (SIPPs)
- Tax Efficiency
- Trusts
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Preservation Planning
Alan Harvey Summary
- Alan Harvey, based in Glasgow, GB, is currently a Head of Finanical Planning in Glasgow, Chartered Financial Planner at RBC Brewin Dolphin. Alan Harvey brings experience from previous roles at RBC Brewin Dolphin, Argyle Consulting Limited, Bradford & Bingley and Abbey National UK Investments. Alan Harvey holds a 1996 - 2000 Bachelor's Degree in Geography @ University of Strathclyde. With a robust skill set that includes Asset Allocation, Certified Financial Planner, Estate Planning, Executive Protection, Family Wealth Management and more. Alan Harvey has 1 emails on RocketReach.
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Top RBC Brewin Dolphin Employees
Stephen Howard
Head of Compliance
Hatfield, GB
Marc Wilkinson
Head of Investments RBC Brewin Dolphin
Edinburgh, GB
Janet Mui
Head of Market Analysis (Investment Solutions)
London, England, GB
Lucie Gordon
Managing Director
Newcastle upon Tyne, GB
Paul Danis
Head of Asset Allocation
London, GB
Adrian Godley
Head of HR Partnering
England, United Kingdom
Athanasia Karananou
Head of Stewardship
London, GB
Davina Rich
Head Of Research
London, GB
Stephen Gavin
Head of Asset Services
Edinburgh, GB
Hamish Bates
Head of Digital Technology
London, GB
Lennart Norstrand
Chief Executive
London, GB
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