Harvey Curtis

Nigel has a wealth of financial services experience covering advice, administration and the management of IFA 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 renewable energy based services.

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 while the industry undergoes significant change.

Nigel is a school governor and is kept fit chasing after his 3 young children.

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.  As an adviser he specialises in pensions and investment portfolios.

David is also focused on the day to day operations of the company, advice and investment process.

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 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, holding their Diploma in financial services, and is working towards 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.

Bob has a Bachelor of Science degree in Maths, Statistics & Computer Science from Sussex University. His analytical nature is well suited to the finance industry, and he has made good use of this since 1991. He specialises in Investment Portfolios and Taxation, and adds a personalised touch to his dealings that many clients warm to.

He is highly skilled with IT and has helped many clients adapt to the modern methods of communication, even if they don’t want to at times! This also allows him to ensure that Harvey Curtis remain at the cutting edge of technology, where we have been early adopters of many facilities that are now common place.

Outside of the office, Bob has a keen interest in golf and wildlife photography. Most weekends he can be found on a fairway or in a hide.

Mat has been in the industry since 1988 and has extensive experience in residential and commercial mortgage lending.  He also advises on personal protection and planning for your retirement.

Married with two children he is a life long surfer.

At 67 Mike has been advising clients on pensions, investments and protection for 38 years.

He has a family of two sons, a daughter and one grandchild and enjoys Bridge, Bowls and Horse Racing in any spare time that he might have.

Martin has over 40 years experience in the financial services industry. Prior to joining Harvey Curtis in 2005 he ran his own IFA business and before that was a financial planning manager with a national firm of chartered accountants.

Martin is predominantly a pensions specialist and is a Fellow of the Pensions Management Institute. He is a principal examiner for one of the Institute’s advanced diploma subjects and is also a member of the Board of Examiners. In addition to his “day job”, Martin is a voluntary adviser for The Pensions Advisory Service (TPAS).

In his spare time, Martin is a keen cyclist and life-long supporter of Tottenham Hotspur FC.

Andrew has been providing independent financial advice, for over thirty years, to both individual and corporate clients.  He specialises in investment advice, retirement planning, Inheritance Tax mitigation and group protection schemes, and is a Chartered Insurance Practitioner holding additional specialist qualifications in pensions and taxation & trusts.

His out of office hours are spent trying to keep fit, gardening, and walking his two dogs (occasionally to the village pub!).

Nigel Rowland is a highly experienced financial planner and pension specialist consultant. He has a background in banking/building society management and insurance companies.  He has sucessfully developed many professional connections with solicitors and accountants.

Although most of Nigel’s clients are high net worth individuals he also has a strong following in the corporate sector both in Sussex and across the UK. Attention to detail and being prepared to go that extra mile is why his clients remain loyal and the numbers keep growing.

Nigel is married with two children and a lively collie/labrador cross dog called Jet. Although of mature years he still plays 5-a-side football on a Friday evening all year round and is a keen follower of Brighton & Hove Albion Football Club.

Jürgen has been awarded the Diploma in Financial Advice by the Institute of Financial Services and has specialised in Financial Planning since 2004, having studied with the leading proponent Paul Etheridge.

He joined the Financial Services business in 1995 after a long career in the luxury retail sector.

His main interests are travelling in Europe and cooking which has lead to his ‘hobby’ of dining in Michelin starred restaurants with his wife Melanie.

Matt has been working at Harvey Curtis for over three years, most recently as a paraplanner for two of the company’s top advisers. 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.

Abby has worked in financial services for 8 years. She began her career training as a financial consultant with Friends Provident where she gained her full Financial Planning Certificate. She spent 3 years working for Aviva providing support to IFAs before joining Harvey Curtis in 2005.

Having experienced working both as an adviser and in a support role Abby has a good all round knowledge of the industry and an excellent understanding of clients needs.

Abby keeps busy looking after her 2 children and is working towards achieving the Financial Planning Diploma to further her development.

Gail has worked in financial services for over 20 years initially with insurance companies and then gathering experience with independent financial advisers in Sussex.  She has worked for Harvey Curtis since 2000 and has an excellent knowledge of their clients, the company practices and procedures.

Gail is married and lives in Sussex.  She enjoys cooking, reading and country walks.

The advisers and paraplanners are supported by a team of six 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.