Meet the Harvey Curtis team

Harvey Curtis is a team of highly experienced Financial Planners and dedicated Client Relationship Team. Each team member brings individual strengths and skills as well as a keen sense of when to collaborate with others to deliver the best client outcome.

More importantly we’re also parents, football supporters, bird watchers, scuba divers, film buffs — in short real people who know financial planning is never an end in itself, just a useful tool on the way to the more important stuff.

Nigel Poole

Principal

Financial Advisors - Team

Nigel has a wealth of financial services experience covering advice, administration and the management of advisory and financial planning firms. He has been a practising independent financial adviser since 1994, specialising in trusts and taxation and the corporate market place. His entrepreneurial flair and business acumen have seen him acquire business interests in a number of companies including those focused on energy efficiency.

With this blend of commercial and financial services expertise, Nigel is ideally placed to run the Harvey Curtis day to day operations and advice process. His commitment to professionalism and client focus means he is able to ensure the company thrives.

Nigel is kept fit looking after his small holding with dogs, cats, alpacas and more!

David Clark

Financial Planner

Financial Advisors - Team

David has over 30 years experience in financial services initially within an insurance company background as well as 24 years on the independent financial services side of the industry.  He specialises in pensions and investment portfolios.

He is married with two children and in his spare time can be found either on the golf course or training for a future marathon — he has run London and New York many times.

Frances Boiling

Chartered Financial Planner

Financial Advisors - Team

Frances has been with Harvey Curtis since its inception and has many years of experience within the financial services industry, firstly as a technical administrator and latterly as a financial planner, specialising in investments, pensions and retirements.

She is a member of the Personal Finance Society, with Chartered status.

Frances is committed to helping clients through the complex range of options that are now available at retirement and is widely experienced in assisting clients where pensions are part of a divorce settlement.

She has a keen interest in reading and live music, and is married with one daughter.

Mat Hammond

Mortgage Adviser

Financial Advisors - Team

Mat has been in the industry since 1988 and has extensive experience in residential and commercial mortgage lending.  He also advises on mortgage, family and personal protection.

Married with two children he is a life long surfer.

 

Matt Bradford

Financial Planner & Proposition Manager

Financial Advisors - Team

Matt has been working at Harvey Curtis for over six years.  He is a paraplanner for two of the company’s top advisers and manages our client proposition. He is an energetic and reliable member of the team with an insatiable thirst for knowledge. He has passed numerous industry exams and is very close to achieving diploma status.

He is particularly interested in investments and has been instrumental in the development of the Harvey Curtis investment procedure.

Matt is a keen runner and competes, with some success, in many local distance running events. He also enjoys reading, films and socialising.

Client Relationship Team

Financial Advisors - Team

The Financial Planners and Paraplanners are supported by a team of excellent administrators with a wealth of industry experience totalling more than 50 years!  Between them they have backgrounds in insurance companies, investment houses, mortgage lenders and independent financial advisers.

A friendly and close knit team, they pride themselves on their customer service and attention to detail ensuring that our clients receive absolute clarity in their dealings with all of Harvey Curtis.

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